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

Arkadios 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
2021 Q4	–	Sell	-9,115	Closed	-$121K	–	619
2021 Q3	$121K	Buy	9,115 +2,950	+48%	+$40.1K	0.02%	636
2021 Q2	$83K	Buy	6,165 +4,450	+259%	+$59.6K	0.01%	777
2021 Q1	$21K	Sell	1,715 -2,643	-61%	-$32.4K	﹤0.01%	947
2020 Q4	$50K	Sell	4,358 -1,597	-27%	-$17.9K	0.01%	558
2020 Q3	$64K	Buy	5,955 +355	+6%	+$3.82K	0.03%	361
2020 Q2	$58.3K	Hold	5,600	–	–	0.03%	350
2020 Q1	$49.2K	Sell	5,600 -855	-13%	-$11.3K	0.03%	346
2019 Q4	$96.8K	Buy	+6,455	New	+$95.3K	0.06%	235

Other funds holding ALTY

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

TCM

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

HAP Trading New York $1.42B AUM 41.92% 1-Year Est. Return

RIA

Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

FFA

Founders Financial Alliance Raleigh, North Carolina $555M AUM 22.31% 1-Year Est. Return

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

Arkadios Wealth Advisors's ALTY Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Global X Alternative Income ETF (ALTY) in Q4 2021, closing a stake of 9,115 shares — an estimated $121K sold.

Arkadios Wealth Advisors first reported a position in ALTY in Q4 2019 and held it in 8 quarters. The position peaked at $121K in Q3 2021. 18 funds tracked by Wall St. Rank hold ALTY as of Q4 2021.

Arkadios Wealth Advisors reported no remaining Global X Alternative Income ETF position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 9,115 Global X Alternative Income ETF shares in Q4 2021, an estimated $121K.
Arkadios Wealth Advisors first reported a position in Global X Alternative Income ETF in Q4 2019 and held it in 8 quarters.
Arkadios Wealth Advisors's Global X Alternative Income ETF position peaked at $121K in Q3 2021.
18 funds tracked by Wall St. Rank held Global X Alternative Income ETF as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.