Sierra Ocean’s iShares Systematic Alternatives Active ETF IALT Stock Holding History

Sierra Ocean’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	$572K	Buy	+19,171	New	+$555K	0.35%	38

Other funds holding IALT

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Trek Financial Scottsdale, Arizona $2.16B AUM 42.56% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $830M AUM 12.73% 1-Year Est. Return

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return

Sierra Ocean's IALT Position: Q3 2026 in Review

Sierra Ocean opened a new position in iShares Systematic Alternatives Active ETF (IALT) in Q3 2026: 19,171 shares worth $572K. The stake represents 0.35% of the portfolio and ranks #38 among its holdings.

249 funds tracked by Wall St. Rank hold IALT as of Q3 2026.

Sierra Ocean held 19,171 shares of iShares Systematic Alternatives Active ETF worth $572K as of Q3 2026.
iShares Systematic Alternatives Active ETF was a new Sierra Ocean position in Q3 2026.
iShares Systematic Alternatives Active ETF made up 0.35% of Sierra Ocean's portfolio in Q3 2026, its #38 holding.
249 funds tracked by Wall St. Rank held iShares Systematic Alternatives Active ETF as of Q3 2026.

Based on Sierra Ocean's 13F filing for Q3 2026, filed 3 Nov 2026.