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
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 $376B AUM 19.32% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.11B AUM 27.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $491M AUM 12.29% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $45.5B AUM 21.01% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return