Wealth Enhancement Advisory Services’s iShares Systematic Alternatives Active ETF IALT Stock Holding History

Wealth Enhancement 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 Q3	$15.2M	Buy	507,358 +110,144	+28%	+$3.19M	0.02%	577
2026 Q2	$11.3M	Buy	397,214 +255,399	+180%	+$7.16M	0.02%	623
2026 Q1	$3.89M	Buy	+141,815	New	+$3.73M	0.01%	1025

Other funds holding IALT

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

Foundations Investment Advisors Phoenix, Arizona $10.1B AUM 19.55% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Wealth Enhancement Advisory Services's IALT Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its iShares Systematic Alternatives Active ETF (IALT) stake by 28% in Q3 2026, buying an estimated $3.19M and bringing the position to 507,358 shares worth $15.2M. The position accounts for 0.02% of the portfolio, ranked #577.

Wealth Enhancement Advisory Services first reported a position in IALT in Q1 2026 and has held it in 3 quarters since. 404 funds tracked by Wall St. Rank hold IALT as of Q3 2026.

Wealth Enhancement Advisory Services held 507,358 shares of iShares Systematic Alternatives Active ETF worth $15.2M as of Q3 2026.
Wealth Enhancement Advisory Services bought 110,144 iShares Systematic Alternatives Active ETF shares in Q3 2026, an estimated $3.19M.
iShares Systematic Alternatives Active ETF made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #577 holding.
Wealth Enhancement Advisory Services first reported a position in iShares Systematic Alternatives Active ETF in Q1 2026 and has held it in 3 quarters since.
404 funds tracked by Wall St. Rank held iShares Systematic Alternatives Active ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.