M Holdings Securities’s iShares Systematic Alternatives Active ETF IALT Stock Holding History

M Holdings Securities’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	$388K	Buy	+13,792	New	+$387K	0.05%	132

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

M Holdings Securities's IALT Position: Q2 2026 in Review

M Holdings Securities opened a new position in iShares Systematic Alternatives Active ETF (IALT) in Q2 2026: 13,792 shares worth $388K. The stake represents 0.05% of the portfolio and ranks #132 among its holdings.

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

M Holdings Securities held 13,792 shares of iShares Systematic Alternatives Active ETF worth $388K as of Q2 2026.
iShares Systematic Alternatives Active ETF was a new M Holdings Securities position in Q2 2026.
iShares Systematic Alternatives Active ETF made up 0.05% of M Holdings Securities's portfolio in Q2 2026, its #132 holding.
388 funds tracked by Wall St. Rank held iShares Systematic Alternatives Active ETF as of Q2 2026.

Based on M Holdings Securities's 13F filing for Q2 2026, filed 11 Aug 2026.