Commonwealth Equity Services
ALTY icon

Commonwealth Equity Services’s Global X Alternative Income ETF ALTY Stock Holding History

Commonwealth Equity 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
2022
Q4 		– Sell
-15,891
Closed -$168K – 3707
2022
Q3 		$168K Sell
15,891
-9,898
-38% -$116K ﹤0.01% 3243
2022
Q2 		$297K Sell
25,789
-5,603
-18% -$68.1K ﹤0.01% 2847
2022
Q1 		$409K Buy
31,392
+2,035
+7% +$26.2K ﹤0.01% 2691
2021
Q4 		$393K Buy
29,357
+19,302
+192% +$259K ﹤0.01% 2731
2021
Q3 		$133K Buy
+10,055
New +$137K ﹤0.01% 3369

Other funds holding ALTY

Osaic Holdings
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Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AFM
Andesa Financial Management Allentown, Pennsylvania $195M AUM 2.34% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $491M AUM 12.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EA
Eudaimonia Advisors Winchester, Tennessee $188M AUM 21.29% 1-Year Est. Return
EP
Eudaimonia Partners Winchester, Tennessee $420M AUM 27.21% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Commonwealth Equity Services's ALTY Position: Q4 2022 in Review

Commonwealth Equity Services sold out of Global X Alternative Income ETF (ALTY) in Q4 2022, closing a stake of 15,891 shares — an estimated $168K sold.

Commonwealth Equity Services first reported a position in ALTY in Q3 2021 and held it in 5 quarters. The position peaked at $409K in Q1 2022. 18 funds tracked by Wall St. Rank hold ALTY as of Q4 2022.

  • Commonwealth Equity Services reported no remaining Global X Alternative Income ETF position as of Q4 2022 after selling out during the quarter.
  • Commonwealth Equity Services sold 15,891 Global X Alternative Income ETF shares in Q4 2022, an estimated $168K.
  • Commonwealth Equity Services first reported a position in Global X Alternative Income ETF in Q3 2021 and held it in 5 quarters.
  • Commonwealth Equity Services's Global X Alternative Income ETF position peaked at $409K in Q1 2022.
  • 18 funds tracked by Wall St. Rank held Global X Alternative Income ETF as of Q4 2022.

Based on Commonwealth Equity Services's 13F filing for Q4 2022, filed 7 Feb 2023.