Arete Wealth Advisors’s Global X Alternative Income ETF ALTY Stock Holding History

Arete Wealth Advisors’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 Q2	–	Sell	-35,408	Closed	-$408K	–	728
2024 Q1	$408K	Buy	35,408 +1,517	+4%	+$17.2K	0.04%	315
2023 Q4	$383K	Buy	+33,891	New	+$368K	0.03%	478
2023 Q3	–	Sell	-31,713	Closed	-$358K	–	514
2023 Q2	$358K	Buy	+31,713	New	+$356K	0.03%	444
2022 Q4	–	Sell	-17,923	Closed	-$190K	–	637
2022 Q3	$190K	Buy	+17,923	New	+$210K	0.02%	521

Other funds holding ALTY

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $491M AUM 12.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Arete Wealth Advisors's ALTY Position: Q2 2024 in Review

Arete Wealth Advisors sold out of Global X Alternative Income ETF (ALTY) in Q2 2024, closing a stake of 35,408 shares — an estimated $408K sold.

Arete Wealth Advisors first reported a position in ALTY in Q3 2022 and held it in 4 quarters. The position peaked at $408K in Q1 2024. 17 funds tracked by Wall St. Rank hold ALTY as of Q2 2024.

Arete Wealth Advisors reported no remaining Global X Alternative Income ETF position as of Q2 2024 after selling out during the quarter.
Arete Wealth Advisors sold 35,408 Global X Alternative Income ETF shares in Q2 2024, an estimated $408K.
Arete Wealth Advisors first reported a position in Global X Alternative Income ETF in Q3 2022 and held it in 4 quarters.
Arete Wealth Advisors's Global X Alternative Income ETF position peaked at $408K in Q1 2024.
17 funds tracked by Wall St. Rank held Global X Alternative Income ETF as of Q2 2024.

Based on Arete Wealth Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.