AF
ALTY icon

Allworth Financial’s Global X Alternative Income ETF ALTY Stock Holding History

Allworth Financial’s Portfolio ALTY Stock Details ALTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-31
Closed -$375 – 5160
2026
Q1 		$375 Hold
31
– – ﹤0.01% 4798
2025
Q4 		$365 Buy
31
+1
+3% +$12 ﹤0.01% 4602
2025
Q3 		$357 Buy
30
+1
+3% +$12 ﹤0.01% 4515
2025
Q2 		$344 Hold
29
– – ﹤0.01% 4217
2025
Q1 		$332 Buy
29
+14
+93% +$166 ﹤0.01% 3778
2024
Q4 		$177 Buy
+15
New +$179 ﹤0.01% 3804

Other funds holding ALTY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Allworth Financial's ALTY Position: Q2 2026 in Review

Allworth Financial sold out of Global X Alternative Income ETF (ALTY) in Q2 2026, closing a stake of 31 shares — an estimated $375 sold.

Allworth Financial first reported a position in ALTY in Q4 2024 and held it in 6 quarters. The position peaked at $375 in Q1 2026. 24 funds tracked by Wall St. Rank hold ALTY as of Q2 2026.

  • Allworth Financial reported no remaining Global X Alternative Income ETF position as of Q2 2026 after selling out during the quarter.
  • Allworth Financial sold 31 Global X Alternative Income ETF shares in Q2 2026, an estimated $375.
  • Allworth Financial first reported a position in Global X Alternative Income ETF in Q4 2024 and held it in 6 quarters.
  • Allworth Financial's Global X Alternative Income ETF position peaked at $375 in Q1 2026.
  • 24 funds tracked by Wall St. Rank held Global X Alternative Income ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.