OAS
IALT

Optivise Advisory Services’s iShares Systematic Alternatives Active ETF IALT Stock Holding History

Optivise Advisory 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 		$1.18M Buy
+42,229
New +$1.18M 0.6% 45

Other funds holding IALT

Envestnet Portfolio Solutions
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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SA
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
HGWM
Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

Optivise Advisory Services's IALT Position: Q2 2026 in Review

Optivise Advisory Services opened a new position in iShares Systematic Alternatives Active ETF (IALT) in Q2 2026: 42,229 shares worth $1.18M. The stake represents 0.6% of the portfolio and ranks #45 among its holdings.

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

  • Optivise Advisory Services held 42,229 shares of iShares Systematic Alternatives Active ETF worth $1.18M as of Q2 2026.
  • iShares Systematic Alternatives Active ETF was a new Optivise Advisory Services position in Q2 2026.
  • iShares Systematic Alternatives Active ETF made up 0.6% of Optivise Advisory Services's portfolio in Q2 2026, its #45 holding.
  • 145 funds tracked by Wall St. Rank held iShares Systematic Alternatives Active ETF as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.