AAP
ALTY icon

Arax Advisory Partners’s Global X Alternative Income ETF ALTY Stock Holding History

Arax Advisory Partners’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
2024
Q1 		– Sell
-39
Closed -$442 – 1316
2023
Q4 		$442 Buy
+39
New +$424 ﹤0.01% 1232

Other funds holding ALTY

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EP
Eudaimonia Partners Winchester, Tennessee $420M AUM 27.21% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $491M AUM 12.29% 1-Year Est. Return
EA
Eudaimonia Advisors Winchester, Tennessee $188M AUM 21.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Arax Advisory Partners's ALTY Position: Q1 2024 in Review

Arax Advisory Partners sold out of Global X Alternative Income ETF (ALTY) in Q1 2024, closing a stake of 39 shares — an estimated $442 sold.

Arax Advisory Partners first reported a position in ALTY in Q4 2023 and held it in 1 quarter. The position peaked at $442 in Q4 2023. 16 funds tracked by Wall St. Rank hold ALTY as of Q1 2024.

  • Arax Advisory Partners reported no remaining Global X Alternative Income ETF position as of Q1 2024 after selling out during the quarter.
  • Arax Advisory Partners sold 39 Global X Alternative Income ETF shares in Q1 2024, an estimated $442.
  • Arax Advisory Partners first reported a position in Global X Alternative Income ETF in Q4 2023 and held it in 1 quarter.
  • Arax Advisory Partners's Global X Alternative Income ETF position peaked at $442 in Q4 2023.
  • 16 funds tracked by Wall St. Rank held Global X Alternative Income ETF as of Q1 2024.

Based on Arax Advisory Partners's 13F filing for Q1 2024, filed 14 May 2024.