SPAS
IALT

Spectrum Planning & Advisory Services’s iShares Systematic Alternatives Active ETF IALT Stock Holding History

Spectrum Planning & 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 		$3.23M Buy
+115,305
New +$3.23M 1.45% 20

Other funds holding IALT

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
SFS
Security Financial Services Fort Wayne, Indiana $721M AUM 22.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return

Spectrum Planning & Advisory Services's IALT Position: Q2 2026 in Review

Spectrum Planning & Advisory Services opened a new position in iShares Systematic Alternatives Active ETF (IALT) in Q2 2026: 115,305 shares worth $3.23M. The stake represents 1.45% of the portfolio and ranks #20 among its holdings.

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

  • Spectrum Planning & Advisory Services held 115,305 shares of iShares Systematic Alternatives Active ETF worth $3.23M as of Q2 2026.
  • iShares Systematic Alternatives Active ETF was a new Spectrum Planning & Advisory Services position in Q2 2026.
  • iShares Systematic Alternatives Active ETF made up 1.45% of Spectrum Planning & Advisory Services's portfolio in Q2 2026, its #20 holding.
  • 72 funds tracked by Wall St. Rank held iShares Systematic Alternatives Active ETF as of Q2 2026.

Based on Spectrum Planning & Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.