SWP Financial
IALT icon

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

SWP 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
Q3 		$2.79M Sell
93,595
-6,686
-7% -$194K 1.29% 24
2026
Q2 		$2.81M Buy
+100,281
New +$2.81M 1.3% 24

Other funds holding IALT

Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Trek Financial
Trek Financial Scottsdale, Arizona $2.16B AUM 42.56% 1-Year Est. Return
Cardinal Point Capital Management
Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Sharkey, Howes & Javer
Sharkey, Howes & Javer Denver, Colorado $830M AUM 12.73% 1-Year Est. Return
Amplius Wealth Advisors
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return

SWP Financial's IALT Position: Q3 2026 in Review

SWP Financial reduced its iShares Systematic Alternatives Active ETF (IALT) stake by 6.7% in Q3 2026, selling an estimated $194K and leaving 93,595 shares worth $2.79M. The position accounts for 1.29% of the portfolio, ranked #24.

SWP Financial first reported a position in IALT in Q2 2026 and has held it in 2 quarters since. The position peaked at $2.81M in Q2 2026. 249 funds tracked by Wall St. Rank hold IALT as of Q3 2026.

  • SWP Financial held 93,595 shares of iShares Systematic Alternatives Active ETF worth $2.79M as of Q3 2026.
  • SWP Financial sold 6,686 iShares Systematic Alternatives Active ETF shares in Q3 2026, an estimated $194K.
  • iShares Systematic Alternatives Active ETF made up 1.29% of SWP Financial's portfolio in Q3 2026, its #24 holding.
  • SWP Financial first reported a position in iShares Systematic Alternatives Active ETF in Q2 2026 and has held it in 2 quarters since.
  • SWP Financial's iShares Systematic Alternatives Active ETF position peaked at $2.81M in Q2 2026.
  • 249 funds tracked by Wall St. Rank held iShares Systematic Alternatives Active ETF as of Q3 2026.

Based on SWP Financial's 13F filing for Q3 2026, filed 23 Oct 2026.