AG
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AmeriFlex Group’s Global X Alternative Income ETF ALTY Stock Holding History

AmeriFlex Group’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
2025
Q2 		– Sell
-777
Closed -$9.1K – 1061
2025
Q1 		$9.1K Hold
777
– – ﹤0.01% 877
2024
Q4 		$9.24K Buy
+777
New +$9.26K ﹤0.01% 793

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
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

AmeriFlex Group's ALTY Position: Q2 2025 in Review

AmeriFlex Group sold out of Global X Alternative Income ETF (ALTY) in Q2 2025, closing a stake of 777 shares — an estimated $9.1K sold.

AmeriFlex Group first reported a position in ALTY in Q4 2024 and held it in 2 quarters. The position peaked at $9.24K in Q4 2024. 20 funds tracked by Wall St. Rank hold ALTY as of Q2 2025.

  • AmeriFlex Group reported no remaining Global X Alternative Income ETF position as of Q2 2025 after selling out during the quarter.
  • AmeriFlex Group sold 777 Global X Alternative Income ETF shares in Q2 2025, an estimated $9.1K.
  • AmeriFlex Group first reported a position in Global X Alternative Income ETF in Q4 2024 and held it in 2 quarters.
  • AmeriFlex Group's Global X Alternative Income ETF position peaked at $9.24K in Q4 2024.
  • 20 funds tracked by Wall St. Rank held Global X Alternative Income ETF as of Q2 2025.

Based on AmeriFlex Group's 13F filing for Q2 2025, filed 21 Jul 2025.