Wealth Enhancement Advisory Services
IALT

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
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

Envestnet Portfolio Solutions
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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
SFS
Security Financial Services Fort Wayne, Indiana $721M AUM 22.53% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Wealth Enhancement Advisory Services's IALT Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its iShares Systematic Alternatives Active ETF (IALT) stake by 180% in Q2 2026, buying an estimated $7.16M and bringing the position to 397,214 shares worth $11.3M. The position accounts for 0.02% of the portfolio, ranked #623.

Wealth Enhancement Advisory Services first reported a position in IALT in Q1 2026 and has held it in 2 quarters since. 93 funds tracked by Wall St. Rank hold IALT as of Q2 2026.

  • Wealth Enhancement Advisory Services held 397,214 shares of iShares Systematic Alternatives Active ETF worth $11.3M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 255,399 iShares Systematic Alternatives Active ETF shares in Q2 2026, an estimated $7.16M.
  • iShares Systematic Alternatives Active ETF made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #623 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares Systematic Alternatives Active ETF in Q1 2026 and has held it in 2 quarters since.
  • 93 funds tracked by Wall St. Rank held iShares Systematic Alternatives Active ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.