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

Kingswood 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 Q2	$205K	Buy	+7,311	New	+$205K	0.01%	938

Other funds holding IALT

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Kingswood Wealth Advisors's IALT Position: Q2 2026 in Review

Kingswood Wealth Advisors opened a new position in iShares Systematic Alternatives Active ETF (IALT) in Q2 2026: 7,311 shares worth $205K. The stake represents 0.01% of the portfolio and ranks #938 among its holdings.

388 funds tracked by Wall St. Rank hold IALT as of Q2 2026.

Kingswood Wealth Advisors held 7,311 shares of iShares Systematic Alternatives Active ETF worth $205K as of Q2 2026.
iShares Systematic Alternatives Active ETF was a new Kingswood Wealth Advisors position in Q2 2026.
iShares Systematic Alternatives Active ETF made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #938 holding.
388 funds tracked by Wall St. Rank held iShares Systematic Alternatives Active ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.