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

Andesa Financial Management’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
2023
Q1 		$3.73M Buy
464,680
+318,469
+218% +$3.64M 1.92% 13
2022
Q4 		$1.61M Buy
+146,211
New +$1.61M 0.88% 42

Other funds holding ALTY

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return
EP
Eudaimonia Partners Winchester, Tennessee $420M AUM 27.21% 1-Year Est. Return
EA
Eudaimonia Advisors Winchester, Tennessee $188M AUM 21.29% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
FFA
Founders Financial Alliance Raleigh, North Carolina $754M AUM 27.39% 1-Year Est. Return

Andesa Financial Management's ALTY Position: Q1 2023 in Review

Andesa Financial Management increased its Global X Alternative Income ETF (ALTY) stake by 218% in Q1 2023, buying an estimated $3.64M and bringing the position to 464,680 shares worth $3.73M. The position accounts for 1.92% of the portfolio, ranked #13.

Andesa Financial Management first reported a position in ALTY in Q4 2022 and has held it in 2 quarters since. 20 funds tracked by Wall St. Rank hold ALTY as of Q1 2023.

  • Andesa Financial Management held 464,680 shares of Global X Alternative Income ETF worth $3.73M as of Q1 2023.
  • Andesa Financial Management bought 318,469 Global X Alternative Income ETF shares in Q1 2023, an estimated $3.64M.
  • Global X Alternative Income ETF made up 1.92% of Andesa Financial Management's portfolio in Q1 2023, its #13 holding.
  • Andesa Financial Management first reported a position in Global X Alternative Income ETF in Q4 2022 and has held it in 2 quarters since.
  • 20 funds tracked by Wall St. Rank held Global X Alternative Income ETF as of Q1 2023.

Based on Andesa Financial Management's 13F filing for Q1 2023, filed 5 May 2023.