Carroll Financial Associates’s Global X Alternative Income ETF ALTY Stock Holding History

Carroll Financial Associates’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 Q3	–	Sell	-6,671	Closed	-$71K	–	1479
2020 Q2	$71K	Hold	6,671	–	–	0.01%	558
2020 Q1	$58K	Hold	6,671	–	–	0.01%	543
2019 Q4	$98K	Hold	6,671	–	–	0.01%	500
2019 Q3	$99K	Hold	6,671	–	–	0.01%	513
2019 Q2	$99K	Hold	6,671	–	–	0.01%	501
2019 Q1	$99K	Hold	6,671	–	–	0.01%	452
2018 Q4	$92K	Hold	6,671	–	–	0.01%	385
2018 Q3	$100K	Hold	6,671	–	–	0.01%	384
2018 Q2	$99K	Buy	+6,671	New	+$98.2K	0.01%	379

Other funds holding ALTY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

EAM

Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return

FFA

Founders Financial Alliance Raleigh, North Carolina $555M AUM 22.31% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.37B AUM 20.71% 1-Year Est. Return

Carroll Financial Associates's ALTY Position: Q3 2020 in Review

Carroll Financial Associates sold out of Global X Alternative Income ETF (ALTY) in Q3 2020, closing a stake of 6,671 shares — an estimated $71K sold.

Carroll Financial Associates first reported a position in ALTY in Q2 2018 and held it in 9 quarters. The position peaked at $100K in Q3 2018. 14 funds tracked by Wall St. Rank hold ALTY as of Q3 2020.

Carroll Financial Associates reported no remaining Global X Alternative Income ETF position as of Q3 2020 after selling out during the quarter.
Carroll Financial Associates sold 6,671 Global X Alternative Income ETF shares in Q3 2020, an estimated $71K.
Carroll Financial Associates first reported a position in Global X Alternative Income ETF in Q2 2018 and held it in 9 quarters.
Carroll Financial Associates's Global X Alternative Income ETF position peaked at $100K in Q3 2018.
14 funds tracked by Wall St. Rank held Global X Alternative Income ETF as of Q3 2020.

Based on Carroll Financial Associates's 13F filing for Q3 2020, filed 6 Oct 2020.