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Carolinas Wealth Consulting’s Global X Alternative Income ETF ALTY Stock Holding History

Carolinas Wealth Consulting’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
2020
Q4 		– Sell
-127
Closed -$1K – 867
2020
Q3 		$1K Hold
127
– – ﹤0.01% 783
2020
Q2 		$1K Buy
+127
New +$1.29K ﹤0.01% 530

Other funds holding ALTY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HT
HAP Trading New York $1.42B AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RIA
Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return
FFA
Founders Financial Alliance Raleigh, North Carolina $555M AUM 22.31% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return

Carolinas Wealth Consulting's ALTY Position: Q4 2020 in Review

Carolinas Wealth Consulting sold out of Global X Alternative Income ETF (ALTY) in Q4 2020, closing a stake of 127 shares — an estimated $1K sold.

Carolinas Wealth Consulting first reported a position in ALTY in Q2 2020 and held it in 2 quarters. The position peaked at $1K in Q3 2020. 14 funds tracked by Wall St. Rank hold ALTY as of Q4 2020.

  • Carolinas Wealth Consulting reported no remaining Global X Alternative Income ETF position as of Q4 2020 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 127 Global X Alternative Income ETF shares in Q4 2020, an estimated $1K.
  • Carolinas Wealth Consulting first reported a position in Global X Alternative Income ETF in Q2 2020 and held it in 2 quarters.
  • Carolinas Wealth Consulting's Global X Alternative Income ETF position peaked at $1K in Q3 2020.
  • 14 funds tracked by Wall St. Rank held Global X Alternative Income ETF as of Q4 2020.

Based on Carolinas Wealth Consulting's 13F filing for Q4 2020, filed 16 Feb 2021.