One Advisory Partners
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One Advisory Partners’s iShares Systematic Alternatives Active ETF IALT Stock Holding History

One Advisory Partners’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 		$7.74M Buy
259,353
+9,487
+4% +$275K 2.09% 14
2026
Q2 		$7.01M Buy
+249,866
New +$7.01M 1.91% 15

Other funds holding IALT

Cardinal Point Capital Management
Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Sharkey, Howes & Javer
Sharkey, Howes & Javer Denver, Colorado $830M AUM 12.73% 1-Year Est. Return
Amplius Wealth Advisors
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return
Prosperity Capital Advisors
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
Pettinga Financial Advisors
Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return
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

One Advisory Partners's IALT Position: Q3 2026 in Review

One Advisory Partners increased its iShares Systematic Alternatives Active ETF (IALT) stake by 3.8% in Q3 2026, buying an estimated $275K and bringing the position to 259,353 shares worth $7.74M. The position accounts for 2.09% of the portfolio, ranked #14.

One Advisory Partners first reported a position in IALT in Q2 2026 and has held it in 2 quarters since. 163 funds tracked by Wall St. Rank hold IALT as of Q3 2026.

  • One Advisory Partners held 259,353 shares of iShares Systematic Alternatives Active ETF worth $7.74M as of Q3 2026.
  • One Advisory Partners bought 9,487 iShares Systematic Alternatives Active ETF shares in Q3 2026, an estimated $275K.
  • iShares Systematic Alternatives Active ETF made up 2.09% of One Advisory Partners's portfolio in Q3 2026, its #14 holding.
  • One Advisory Partners first reported a position in iShares Systematic Alternatives Active ETF in Q2 2026 and has held it in 2 quarters since.
  • 163 funds tracked by Wall St. Rank held iShares Systematic Alternatives Active ETF as of Q3 2026.

Based on One Advisory Partners's 13F filing for Q3 2026, filed 22 Oct 2026.