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Cambridge Investment Research Advisors’s
Global X Alternative Income ETF
ALTY
Stock Holding History
Cambridge Investment Research 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
2026
Q1
$282K
Buy
23,433
+9,821
+72%
+$120K
﹤0.01%
3338
2025
Q4
$162K
Buy
13,612
+1,292
+10%
+$15.4K
﹤0.01%
3620
2025
Q3
$146K
Buy
12,320
+864
+8%
+$10.1K
﹤0.01%
3550
2025
Q2
$134K
Sell
11,456
-144
-1%
-$1.64K
﹤0.01%
3435
2025
Q1
$136K
Hold
11,600
–
–
﹤0.01%
3298
2024
Q4
$134K
Sell
11,600
-3,300
-22%
-$39.3K
﹤0.01%
3275
2024
Q3
$180K
Hold
14,900
–
–
﹤0.01%
3183
2024
Q2
$169K
Sell
14,900
-3
-0%
-$34
﹤0.01%
3084
2024
Q1
$172K
Buy
+14,903
New
+$169K
﹤0.01%
3060
2020
Q3
–
Sell
-56,435
Closed
-$608K
–
2520
2020
Q2
$608K
Buy
56,435
+60
+0.1%
+$612
﹤0.01%
1444
2020
Q1
$495K
Sell
56,375
-4,358
-7%
-$57.6K
﹤0.01%
1369
2019
Q4
$898K
Buy
60,733
+3,659
+6%
+$54K
0.01%
1214
2019
Q3
$854K
Buy
57,074
+2,816
+5%
+$41.9K
0.01%
1162
2019
Q2
$812K
Buy
54,258
+3,702
+7%
+$55K
0.01%
1136
2019
Q1
$751K
Buy
50,556
+3,640
+8%
+$52.9K
0.01%
1209
2018
Q4
$624K
Buy
46,916
+5,064
+12%
+$72.6K
0.01%
1205
2018
Q3
$633K
Buy
41,852
+16,498
+65%
+$251K
0.01%
1308
2018
Q2
$377K
Buy
25,354
+6,448
+34%
+$94.9K
﹤0.01%
1575
2018
Q1
$274K
Buy
+18,906
New
+$281K
﹤0.01%
1740
Other funds holding ALTY
LPL Financial
San Diego, California
$376B 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
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
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
Denver, Colorado
$67.6B AUM
18.3%
1-Year Est. Return
Wealth Enhancement Advisory Services
Plymouth, Minnesota
$45.5B AUM
21.01%
1-Year Est. Return
GS
GTS Securities
New York
$2.83B AUM
21.76%
1-Year Est. Return
Truist Financial
Charlotte, North Carolina
$74.1B AUM
21.09%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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