Merit Financial Group
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Merit Financial Group’s iShares Systematic Alternatives Active ETF IALT Stock Holding History

Merit Financial Group’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 		$54.6M Buy
1,827,055
+182,965
+11% +$5.3M 0.3% 67
2026
Q2 		$46.1M Buy
+1,644,090
New +$46.1M 0.28% 70

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 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 26.92% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Merit Financial Group's IALT Position: Q3 2026 in Review

Merit Financial Group increased its iShares Systematic Alternatives Active ETF (IALT) stake by 11% in Q3 2026, buying an estimated $5.3M and bringing the position to 1,827,055 shares worth $54.6M. The position accounts for 0.3% of the portfolio, ranked #67.

Merit Financial Group first reported a position in IALT in Q2 2026 and has held it in 2 quarters since. 295 funds tracked by Wall St. Rank hold IALT as of Q3 2026.

  • Merit Financial Group held 1,827,055 shares of iShares Systematic Alternatives Active ETF worth $54.6M as of Q3 2026.
  • Merit Financial Group bought 182,965 iShares Systematic Alternatives Active ETF shares in Q3 2026, an estimated $5.3M.
  • iShares Systematic Alternatives Active ETF made up 0.3% of Merit Financial Group's portfolio in Q3 2026, its #67 holding.
  • Merit Financial Group first reported a position in iShares Systematic Alternatives Active ETF in Q2 2026 and has held it in 2 quarters since.
  • 295 funds tracked by Wall St. Rank held iShares Systematic Alternatives Active ETF as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.