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Blue Trust Inc’s Global X Alternative Income ETF ALTY Stock Holding History

Blue Trust Inc’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
2026
Q1 		– Sell
-110
Closed -$1.31K – 2510
2025
Q4 		$1.31K Hold
110
– – ﹤0.01% 2235
2025
Q3 		$1.31K Buy
+110
New +$1.29K ﹤0.01% 2264

Other funds holding ALTY

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.11B AUM 27.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Blue Trust Inc's ALTY Position: Q1 2026 in Review

Blue Trust Inc sold out of Global X Alternative Income ETF (ALTY) in Q1 2026, closing a stake of 110 shares — an estimated $1.31K sold.

Blue Trust Inc first reported a position in ALTY in Q3 2025 and held it in 2 quarters. The position peaked at $1.31K in Q4 2025. 26 funds tracked by Wall St. Rank hold ALTY as of Q1 2026.

  • Blue Trust Inc reported no remaining Global X Alternative Income ETF position as of Q1 2026 after selling out during the quarter.
  • Blue Trust Inc sold 110 Global X Alternative Income ETF shares in Q1 2026, an estimated $1.31K.
  • Blue Trust Inc first reported a position in Global X Alternative Income ETF in Q3 2025 and held it in 2 quarters.
  • Blue Trust Inc's Global X Alternative Income ETF position peaked at $1.31K in Q4 2025.
  • 26 funds tracked by Wall St. Rank held Global X Alternative Income ETF as of Q1 2026.

Based on Blue Trust Inc's 13F filing for Q1 2026, filed 20 Apr 2026.