JFS Wealth Advisors
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JFS Wealth Advisors’s iShares Systematic Alternatives Active ETF IALT Stock Holding History

JFS Wealth Advisors’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 		$1.05M Sell
35,251
-912
-3% -$26.4K 0.05% 167
2026
Q2 		$1.01M Buy
+36,163
New +$1.01M 0.05% 167

Other funds holding IALT

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
Trek Financial
Trek Financial Scottsdale, Arizona $2.16B AUM 42.56% 1-Year Est. Return
Cardinal Point Capital Management
Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

JFS Wealth Advisors's IALT Position: Q3 2026 in Review

JFS Wealth Advisors reduced its iShares Systematic Alternatives Active ETF (IALT) stake by 2.5% in Q3 2026, selling an estimated $26.4K and leaving 35,251 shares worth $1.05M. The position accounts for 0.05% of the portfolio, ranked #167.

JFS Wealth Advisors first reported a position in IALT in Q2 2026 and has held it in 2 quarters since. 336 funds tracked by Wall St. Rank hold IALT as of Q3 2026.

  • JFS Wealth Advisors held 35,251 shares of iShares Systematic Alternatives Active ETF worth $1.05M as of Q3 2026.
  • JFS Wealth Advisors sold 912 iShares Systematic Alternatives Active ETF shares in Q3 2026, an estimated $26.4K.
  • iShares Systematic Alternatives Active ETF made up 0.05% of JFS Wealth Advisors's portfolio in Q3 2026, its #167 holding.
  • JFS Wealth Advisors first reported a position in iShares Systematic Alternatives Active ETF in Q2 2026 and has held it in 2 quarters since.
  • 336 funds tracked by Wall St. Rank held iShares Systematic Alternatives Active ETF as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.