Cambridge Investment Research Advisors
ALTY icon

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
Q2 		$285K Sell
22,970
-463
-2% -$5.7K ﹤0.01% 3496
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cambridge Investment Research Advisors's ALTY Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its Global X Alternative Income ETF (ALTY) stake by 2% in Q2 2026, selling an estimated $5.7K and leaving 22,970 shares worth $285K. The position accounts for ﹤0.01% of the portfolio, ranked #3496.

Cambridge Investment Research Advisors first reported a position in ALTY in Q1 2018 and has held it in 20 quarters since. The position peaked at $898K in Q4 2019. 24 funds tracked by Wall St. Rank hold ALTY as of Q2 2026.

  • Cambridge Investment Research Advisors held 22,970 shares of Global X Alternative Income ETF worth $285K as of Q2 2026.
  • Cambridge Investment Research Advisors sold 463 Global X Alternative Income ETF shares in Q2 2026, an estimated $5.7K.
  • Global X Alternative Income ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #3496 holding.
  • Cambridge Investment Research Advisors first reported a position in Global X Alternative Income ETF in Q1 2018 and has held it in 20 quarters since.
  • Cambridge Investment Research Advisors's Global X Alternative Income ETF position peaked at $898K in Q4 2019.
  • 24 funds tracked by Wall St. Rank held Global X Alternative Income ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.