AWM
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Avior Wealth Management’s Global X Alternative Income ETF ALTY Stock Holding History

Avior Wealth 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
2022
Q1 		– Sell
-1,500
Closed -$20K – 1093
2021
Q4 		$20K Hold
1,500
– – ﹤0.01% 698
2021
Q3 		$19K Buy
+1,500
New +$20.4K ﹤0.01% 671

Other funds holding ALTY

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $491M AUM 12.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
T
TRUADVICE Sarasota, Florida $255M AUM 14.45% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
EP
Eudaimonia Partners Winchester, Tennessee $420M AUM 27.21% 1-Year Est. Return
FFA
Founders Financial Alliance Raleigh, North Carolina $555M AUM 22.31% 1-Year Est. Return

Avior Wealth Management's ALTY Position: Q1 2022 in Review

Avior Wealth Management sold out of Global X Alternative Income ETF (ALTY) in Q1 2022, closing a stake of 1,500 shares — an estimated $20K sold.

Avior Wealth Management first reported a position in ALTY in Q3 2021 and held it in 2 quarters. The position peaked at $20K in Q4 2021. 18 funds tracked by Wall St. Rank hold ALTY as of Q1 2022.

  • Avior Wealth Management reported no remaining Global X Alternative Income ETF position as of Q1 2022 after selling out during the quarter.
  • Avior Wealth Management sold 1,500 Global X Alternative Income ETF shares in Q1 2022, an estimated $20K.
  • Avior Wealth Management first reported a position in Global X Alternative Income ETF in Q3 2021 and held it in 2 quarters.
  • Avior Wealth Management's Global X Alternative Income ETF position peaked at $20K in Q4 2021.
  • 18 funds tracked by Wall St. Rank held Global X Alternative Income ETF as of Q1 2022.

Based on Avior Wealth Management's 13F filing for Q1 2022, filed 13 May 2022.