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

Oak 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	$788K	Buy	+28,109	New	+$788K	0.38%	37

Other funds holding IALT

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

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return

Scarborough Advisors Annapolis, Maryland $871M AUM 21.96% 1-Year Est. Return

SHJ

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

HGWM

Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return

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

Oak Wealth Advisors opened a new position in iShares Systematic Alternatives Active ETF (IALT) in Q2 2026: 28,109 shares worth $788K. The stake represents 0.38% of the portfolio and ranks #37 among its holdings.

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

Oak Wealth Advisors held 28,109 shares of iShares Systematic Alternatives Active ETF worth $788K as of Q2 2026.
iShares Systematic Alternatives Active ETF was a new Oak Wealth Advisors position in Q2 2026.
iShares Systematic Alternatives Active ETF made up 0.38% of Oak Wealth Advisors's portfolio in Q2 2026, its #37 holding.
176 funds tracked by Wall St. Rank held iShares Systematic Alternatives Active ETF as of Q2 2026.

Based on Oak Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.