Montgomery Financial Services’s iShares Systematic Alternatives Active ETF IALT Stock Holding History

Montgomery Financial 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 Q2	$16.7K	Buy	+597	New	+$16.7K	0.01%	138

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

Montgomery Financial Services's IALT Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in iShares Systematic Alternatives Active ETF (IALT) in Q2 2026: 597 shares worth $16.7K. The stake represents 0.01% of the portfolio and ranks #138 among its holdings.

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

Montgomery Financial Services held 597 shares of iShares Systematic Alternatives Active ETF worth $16.7K as of Q2 2026.
iShares Systematic Alternatives Active ETF was a new Montgomery Financial Services position in Q2 2026.
iShares Systematic Alternatives Active ETF made up 0.01% of Montgomery Financial Services's portfolio in Q2 2026, its #138 holding.
373 funds tracked by Wall St. Rank held iShares Systematic Alternatives Active ETF as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.