Hoxton Planning & Management
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Hoxton Planning & Management’s iShares Systematic Alternatives Active ETF IALT Stock Holding History

Hoxton Planning & Management’s Portfolio IALT Stock Details IALT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.79M Buy
93,287
+5,749
+7% +$166K 0.71% 34
2026
Q2 		$2.46M Buy
+87,538
New +$2.46M 0.64% 35

Other funds holding IALT

Cardinal Point Capital Management
Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Sharkey, Howes & Javer
Sharkey, Howes & Javer Denver, Colorado $830M AUM 12.73% 1-Year Est. Return
Amplius Wealth Advisors
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return
Prosperity Capital Advisors
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
Pettinga Financial Advisors
Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return
CFS Investment Advisory Services
CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return
Goldstein Advisors
Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return
Buttonwood Financial Group
Buttonwood Financial Group Kansas City, Missouri $199M AUM 17.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Hoxton Planning & Management's IALT Position: Q3 2026 in Review

Hoxton Planning & Management increased its iShares Systematic Alternatives Active ETF (IALT) stake by 6.6% in Q3 2026, buying an estimated $166K and bringing the position to 93,287 shares worth $2.79M. The position accounts for 0.71% of the portfolio, ranked #34.

Hoxton Planning & Management first reported a position in IALT in Q2 2026 and has held it in 2 quarters since. 163 funds tracked by Wall St. Rank hold IALT as of Q3 2026.

  • Hoxton Planning & Management held 93,287 shares of iShares Systematic Alternatives Active ETF worth $2.79M as of Q3 2026.
  • Hoxton Planning & Management bought 5,749 iShares Systematic Alternatives Active ETF shares in Q3 2026, an estimated $166K.
  • iShares Systematic Alternatives Active ETF made up 0.71% of Hoxton Planning & Management's portfolio in Q3 2026, its #34 holding.
  • Hoxton Planning & Management first reported a position in iShares Systematic Alternatives Active ETF in Q2 2026 and has held it in 2 quarters since.
  • 163 funds tracked by Wall St. Rank held iShares Systematic Alternatives Active ETF as of Q3 2026.

Based on Hoxton Planning & Management's 13F filing for Q3 2026, filed 15 Oct 2026.