PFGIA
IALT

Patriot Financial Group Insurance Agency’s iShares Systematic Alternatives Active ETF IALT Stock Holding History

Patriot Financial Group Insurance Agency’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 		$1.41M Buy
+50,301
New +$1.41M 0.14% 175

Other funds holding IALT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Patriot Financial Group Insurance Agency's IALT Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency opened a new position in iShares Systematic Alternatives Active ETF (IALT) in Q2 2026: 50,301 shares worth $1.41M. The stake represents 0.14% of the portfolio and ranks #175 among its holdings.

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

  • Patriot Financial Group Insurance Agency held 50,301 shares of iShares Systematic Alternatives Active ETF worth $1.41M as of Q2 2026.
  • iShares Systematic Alternatives Active ETF was a new Patriot Financial Group Insurance Agency position in Q2 2026.
  • iShares Systematic Alternatives Active ETF made up 0.14% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #175 holding.
  • 252 funds tracked by Wall St. Rank held iShares Systematic Alternatives Active ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.