Legacy Advisory Services
IALT icon

Legacy Advisory Services’s iShares Systematic Alternatives Active ETF IALT Stock Holding History

Legacy Advisory Services’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 		$750K Buy
+25,122
New +$728K 0.54% 42

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Amplius Wealth Advisors
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Prosperity Capital Advisors
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Pettinga Financial Advisors
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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

Legacy Advisory Services's IALT Position: Q3 2026 in Review

Legacy Advisory Services opened a new position in iShares Systematic Alternatives Active ETF (IALT) in Q3 2026: 25,122 shares worth $750K. The stake represents 0.54% of the portfolio and ranks #42 among its holdings.

163 funds tracked by Wall St. Rank hold IALT as of Q3 2026.

  • Legacy Advisory Services held 25,122 shares of iShares Systematic Alternatives Active ETF worth $750K as of Q3 2026.
  • iShares Systematic Alternatives Active ETF was a new Legacy Advisory Services position in Q3 2026.
  • iShares Systematic Alternatives Active ETF made up 0.54% of Legacy Advisory Services's portfolio in Q3 2026, its #42 holding.
  • 163 funds tracked by Wall St. Rank held iShares Systematic Alternatives Active ETF as of Q3 2026.

Based on Legacy Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.