XY Planning Network
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XY Planning Network’s iShares Systematic Alternatives Active ETF IALT Stock Holding History

XY Planning Network’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 		$1.56M Buy
52,195
+12,378
+31% +$358K 0.17% 114
2026
Q2 		$1.12M Buy
+39,817
New +$1.12M 0.14% 135

Other funds holding IALT

Cardinal Point Capital Management
Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Sharkey, Howes & Javer
Sharkey, Howes & Javer Denver, Colorado $830M AUM 12.73% 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

XY Planning Network's IALT Position: Q3 2026 in Review

XY Planning Network increased its iShares Systematic Alternatives Active ETF (IALT) stake by 31% in Q3 2026, buying an estimated $358K and bringing the position to 52,195 shares worth $1.56M. The position accounts for 0.17% of the portfolio, ranked #114.

XY Planning Network first reported a position in IALT in Q2 2026 and has held it in 2 quarters since. 163 funds tracked by Wall St. Rank hold IALT as of Q3 2026.

  • XY Planning Network held 52,195 shares of iShares Systematic Alternatives Active ETF worth $1.56M as of Q3 2026.
  • XY Planning Network bought 12,378 iShares Systematic Alternatives Active ETF shares in Q3 2026, an estimated $358K.
  • iShares Systematic Alternatives Active ETF made up 0.17% of XY Planning Network's portfolio in Q3 2026, its #114 holding.
  • XY Planning Network first reported a position in iShares Systematic Alternatives Active ETF in Q2 2026 and has held it in 2 quarters since.
  • 163 funds tracked by Wall St. Rank held iShares Systematic Alternatives Active ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.