VisionPoint Advisory Group’s iShares Systematic Alternatives Active ETF IALT Stock Holding History

VisionPoint Advisory Group’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	$2.07M	Buy	+73,785	New	+$2.07M	0.34%	69

Other funds holding IALT

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

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

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return

VisionPoint Advisory Group's IALT Position: Q2 2026 in Review

VisionPoint Advisory Group opened a new position in iShares Systematic Alternatives Active ETF (IALT) in Q2 2026: 73,785 shares worth $2.07M. The stake represents 0.34% of the portfolio and ranks #69 among its holdings.

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

VisionPoint Advisory Group held 73,785 shares of iShares Systematic Alternatives Active ETF worth $2.07M as of Q2 2026.
iShares Systematic Alternatives Active ETF was a new VisionPoint Advisory Group position in Q2 2026.
iShares Systematic Alternatives Active ETF made up 0.34% of VisionPoint Advisory Group's portfolio in Q2 2026, its #69 holding.
72 funds tracked by Wall St. Rank held iShares Systematic Alternatives Active ETF as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.