VisionPoint Advisory Group
IALT icon

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
Q3 		$3.53M Buy
118,227
+44,442
+60% +$1.29M 0.56% 47
2026
Q2 		$2.07M Buy
+73,785
New +$2.07M 0.34% 69

Other funds holding IALT

JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Amplius Wealth Advisors
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return
Prosperity Capital Advisors
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
Pettinga Financial Advisors
Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return
CFS Investment Advisory Services
CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return
Goldstein Advisors
Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return
Buttonwood Financial Group
Buttonwood Financial Group Kansas City, Missouri $199M AUM 17.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Archer Investment Management
Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return

VisionPoint Advisory Group's IALT Position: Q3 2026 in Review

VisionPoint Advisory Group increased its iShares Systematic Alternatives Active ETF (IALT) stake by 60% in Q3 2026, buying an estimated $1.29M and bringing the position to 118,227 shares worth $3.53M. The position accounts for 0.56% of the portfolio, ranked #47.

VisionPoint Advisory Group first reported a position in IALT in Q2 2026 and has held it in 2 quarters since. 127 funds tracked by Wall St. Rank hold IALT as of Q3 2026.

  • VisionPoint Advisory Group held 118,227 shares of iShares Systematic Alternatives Active ETF worth $3.53M as of Q3 2026.
  • VisionPoint Advisory Group bought 44,442 iShares Systematic Alternatives Active ETF shares in Q3 2026, an estimated $1.29M.
  • iShares Systematic Alternatives Active ETF made up 0.56% of VisionPoint Advisory Group's portfolio in Q3 2026, its #47 holding.
  • VisionPoint Advisory Group first reported a position in iShares Systematic Alternatives Active ETF in Q2 2026 and has held it in 2 quarters since.
  • 127 funds tracked by Wall St. Rank held iShares Systematic Alternatives Active ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.