Summit Financial’s iShares Systematic Alternatives Active ETF IALT Stock Holding History

Summit Financial’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	$5.09M	Buy	+181,351	New	+$5.09M	0.06%	342

Other funds holding IALT

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Summit Financial's IALT Position: Q2 2026 in Review

Summit Financial opened a new position in iShares Systematic Alternatives Active ETF (IALT) in Q2 2026: 181,351 shares worth $5.09M. The stake represents 0.06% of the portfolio and ranks #342 among its holdings.

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

Summit Financial held 181,351 shares of iShares Systematic Alternatives Active ETF worth $5.09M as of Q2 2026.
iShares Systematic Alternatives Active ETF was a new Summit Financial position in Q2 2026.
iShares Systematic Alternatives Active ETF made up 0.06% of Summit Financial's portfolio in Q2 2026, its #342 holding.
388 funds tracked by Wall St. Rank held iShares Systematic Alternatives Active ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.