Capital Investment Advisory Services’s Global X Alternative Income ETF ALTY Stock Holding History

Capital Investment Advisory Services’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
2024 Q4	–	Sell	-93	Closed	-$1.12K	–	935
2024 Q3	$1.12K	Hold	93	–	–	﹤0.01%	953
2024 Q2	$1.06K	Hold	93	–	–	﹤0.01%	936
2024 Q1	$1.07K	Hold	93	–	–	﹤0.01%	930
2023 Q4	$1.05K	Hold	93	–	–	﹤0.01%	960
2023 Q3	$1K	Sell	93 -2,175	-96%	-$24.2K	﹤0.01%	927
2023 Q2	$25.6K	Hold	2,268	–	–	﹤0.01%	676
2023 Q1	$25.7K	Hold	2,268	–	–	﹤0.01%	668
2022 Q4	$25K	Hold	2,268	–	–	﹤0.01%	682
2022 Q3	$24K	Buy	2,268 +2,175	+2,339%	+$25.5K	﹤0.01%	631
2022 Q2	$1K	Hold	93	–	–	﹤0.01%	801
2022 Q1	$1K	Sell	93 -1,500	-94%	-$19.3K	﹤0.01%	816
2021 Q4	$21K	Hold	1,593	–	–	﹤0.01%	668
2021 Q3	$21K	Hold	1,593	–	–	﹤0.01%	624
2021 Q2	$22K	Sell	1,593 -84	-5%	-$1.12K	﹤0.01%	650
2021 Q1	$21K	Hold	1,677	–	–	﹤0.01%	602
2020 Q4	$20K	Buy	1,677 +177	+12%	+$1.98K	﹤0.01%	578
2020 Q3	$16K	Hold	1,500	–	–	﹤0.01%	519
2020 Q2	$16K	Hold	1,500	–	–	﹤0.01%	459
2020 Q1	$13K	Hold	1,500	–	–	﹤0.01%	455
2019 Q4	$22K	Hold	1,500	–	–	0.01%	435
2019 Q3	$22K	Hold	1,500	–	–	0.01%	783
2019 Q2	$22K	Hold	1,500	–	–	0.01%	751
2019 Q1	$22K	Hold	1,500	–	–	0.01%	653
2018 Q4	$20K	Buy	+1,500	New	+$21.5K	0.01%	633

Other funds holding ALTY

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

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

TCM

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

RCAG

Rehmann Capital Advisory Group Lansing, Michigan $1.92B AUM 16.97% 1-Year Est. Return

Capital Investment Advisory Services's ALTY Position: Q4 2024 in Review

Capital Investment Advisory Services sold out of Global X Alternative Income ETF (ALTY) in Q4 2024, closing a stake of 93 shares — an estimated $1.12K sold.

Capital Investment Advisory Services first reported a position in ALTY in Q4 2018 and held it in 24 quarters. The position peaked at $25.7K in Q1 2023. 19 funds tracked by Wall St. Rank hold ALTY as of Q4 2024.

Capital Investment Advisory Services reported no remaining Global X Alternative Income ETF position as of Q4 2024 after selling out during the quarter.
Capital Investment Advisory Services sold 93 Global X Alternative Income ETF shares in Q4 2024, an estimated $1.12K.
Capital Investment Advisory Services first reported a position in Global X Alternative Income ETF in Q4 2018 and held it in 24 quarters.
Capital Investment Advisory Services's Global X Alternative Income ETF position peaked at $25.7K in Q1 2023.
19 funds tracked by Wall St. Rank held Global X Alternative Income ETF as of Q4 2024.

Based on Capital Investment Advisory Services's 13F filing for Q4 2024, filed 23 Jan 2025.