WAU
IALT

Wellington-Altus USA’s iShares Systematic Alternatives Active ETF IALT Stock Holding History

Wellington-Altus USA’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 		$157K Sell
5,740
-7,050
-55% -$198K 0.11% 153
2026
Q1 		$359K Buy
+12,790
New +$336K 0.21% 104

Other funds holding IALT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Wellington-Altus USA's IALT Position: Q2 2026 in Review

Wellington-Altus USA reduced its iShares Systematic Alternatives Active ETF (IALT) stake by 55% in Q2 2026, selling an estimated $198K and leaving 5,740 shares worth $157K. The position accounts for 0.11% of the portfolio, ranked #153.

Wellington-Altus USA first reported a position in IALT in Q1 2026 and has held it in 2 quarters since. The position peaked at $359K in Q1 2026. 391 funds tracked by Wall St. Rank hold IALT as of Q2 2026.

  • Wellington-Altus USA held 5,740 shares of iShares Systematic Alternatives Active ETF worth $157K as of Q2 2026.
  • Wellington-Altus USA sold 7,050 iShares Systematic Alternatives Active ETF shares in Q2 2026, an estimated $198K.
  • iShares Systematic Alternatives Active ETF made up 0.11% of Wellington-Altus USA's portfolio in Q2 2026, its #153 holding.
  • Wellington-Altus USA first reported a position in iShares Systematic Alternatives Active ETF in Q1 2026 and has held it in 2 quarters since.
  • Wellington-Altus USA's iShares Systematic Alternatives Active ETF position peaked at $359K in Q1 2026.
  • 391 funds tracked by Wall St. Rank held iShares Systematic Alternatives Active ETF as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.