Cetera Investment Advisers
ALTY icon

Cetera Investment Advisers’s Global X Alternative Income ETF ALTY Stock Holding History

Cetera Investment Advisers’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 		$479K Buy
+39,825
New +$487K ﹤0.01% 3552
2025
Q4 		– Sell
-12,349
Closed -$147K – 4694
2025
Q3 		$147K Sell
12,349
-5,434
-31% -$63.8K ﹤0.01% 4241
2025
Q2 		$207K Buy
17,783
+1,194
+7% +$13.6K ﹤0.01% 3700
2025
Q1 		$194K Buy
16,589
+5,277
+47% +$62.5K ﹤0.01% 3616
2024
Q4 		$131K Hold
11,312
– – ﹤0.01% 3527
2024
Q3 		$136K Buy
11,312
+13
+0.1% +$152 ﹤0.01% 3478
2024
Q2 		$128K Sell
11,299
-2,822
-20% -$31.9K ﹤0.01% 3469
2024
Q1 		$163K Buy
+14,121
New +$160K ﹤0.01% 3405
2023
Q4 		– Sell
-10,712
Closed -$115K – 2238
2023
Q3 		$115K Buy
10,712
+250
+2% +$2.79K ﹤0.01% 2077
2023
Q2 		$118K Sell
10,462
-676
-6% -$7.59K ﹤0.01% 2078
2023
Q1 		$126K Sell
11,138
-138,198
-93% -$1.58M ﹤0.01% 2031
2022
Q4 		$1.64M Sell
149,336
-7,804
-5% -$85.8K 0.02% 782
2022
Q3 		$1.67M Sell
157,140
-127,217
-45% -$1.49M 0.03% 515
2022
Q2 		$3.28M Buy
284,357
+146,550
+106% +$1.78M 0.05% 360
2022
Q1 		$1.8M Buy
+137,807
New +$1.77M 0.03% 599

Other funds holding ALTY

LPL Financial
LPL Financial San Diego, California $377B 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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $491M AUM 12.29% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Cetera Investment Advisers's ALTY Position: Q1 2026 in Review

Cetera Investment Advisers opened a new position in Global X Alternative Income ETF (ALTY) in Q1 2026: 39,825 shares worth $479K. The stake represents ﹤0.01% of the portfolio and ranks #3552 among its holdings. This is a return to the name: Cetera Investment Advisers previously reported a position in ALTY as recently as Q3 2025.

Cetera Investment Advisers first reported a position in ALTY in Q1 2022 and has held it in 15 quarters since. The position peaked at $3.28M in Q2 2022. 26 funds tracked by Wall St. Rank hold ALTY as of Q1 2026.

  • Cetera Investment Advisers held 39,825 shares of Global X Alternative Income ETF worth $479K as of Q1 2026.
  • Global X Alternative Income ETF was a new Cetera Investment Advisers position in Q1 2026.
  • Global X Alternative Income ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #3552 holding.
  • Cetera Investment Advisers first reported a position in Global X Alternative Income ETF in Q1 2022 and has held it in 15 quarters since.
  • Cetera Investment Advisers's Global X Alternative Income ETF position peaked at $3.28M in Q2 2022.
  • 26 funds tracked by Wall St. Rank held Global X Alternative Income ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.