Envestnet Asset Management
ALTY icon

Envestnet Asset Management’s Global X Alternative Income ETF ALTY Stock Holding History

Envestnet Asset Management’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
Q2 		$755K Buy
60,813
+8,940
+17% +$110K ﹤0.01% 3803
2026
Q1 		$623K Buy
51,873
+29,276
+130% +$358K ﹤0.01% 3770
2025
Q4 		$270K Sell
22,597
-2,841
-11% -$33.9K ﹤0.01% 4111
2025
Q3 		$302K Sell
25,438
-19,265
-43% -$226K ﹤0.01% 4076
2025
Q2 		$521K Buy
44,703
+1,029
+2% +$11.7K ﹤0.01% 3657
2025
Q1 		$511K Buy
43,674
+16,149
+59% +$191K ﹤0.01% 3609
2024
Q4 		$319K Buy
27,525
+1,000
+4% +$11.9K ﹤0.01% 3867
2024
Q3 		$320K Sell
26,525
-7,799
-23% -$91.1K ﹤0.01% 3789
2024
Q2 		$390K Sell
34,324
-2,937
-8% -$33.2K ﹤0.01% 3581
2024
Q1 		$430K Buy
+37,261
New +$422K ﹤0.01% 3538
2023
Q4 		– Sell
-14,672
Closed -$158K – 4047
2023
Q3 		$158K Buy
14,672
+2,619
+22% +$29.2K ﹤0.01% 3784
2023
Q2 		$136K Sell
12,053
-97
-0.8% -$1.09K ﹤0.01% 3791
2023
Q1 		$138K Buy
12,150
+8
+0.1% +$91 ﹤0.01% 3739
2022
Q4 		$134K Sell
12,142
-1,677
-12% -$18.4K ﹤0.01% 3756
2022
Q3 		$146K Sell
13,819
-220
-2% -$2.58K ﹤0.01% 3663
2022
Q2 		$162K Buy
+14,039
New +$171K ﹤0.01% 3671
2020
Q1 		– Sell
-42,670
Closed -$631K – 2963
2019
Q4 		$631K Buy
42,670
+832
+2% +$12.3K ﹤0.01% 2312
2019
Q3 		$626K Buy
+41,838
New +$622K ﹤0.01% 2239

Other funds holding ALTY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management's ALTY Position: Q2 2026 in Review

Envestnet Asset Management increased its Global X Alternative Income ETF (ALTY) stake by 17% in Q2 2026, buying an estimated $110K and bringing the position to 60,813 shares worth $755K. The position accounts for ﹤0.01% of the portfolio, ranked #3803.

Envestnet Asset Management first reported a position in ALTY in Q3 2019 and has held it in 18 quarters since. 24 funds tracked by Wall St. Rank hold ALTY as of Q2 2026.

  • Envestnet Asset Management held 60,813 shares of Global X Alternative Income ETF worth $755K as of Q2 2026.
  • Envestnet Asset Management bought 8,940 Global X Alternative Income ETF shares in Q2 2026, an estimated $110K.
  • Global X Alternative Income ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3803 holding.
  • Envestnet Asset Management first reported a position in Global X Alternative Income ETF in Q3 2019 and has held it in 18 quarters since.
  • 24 funds tracked by Wall St. Rank held Global X Alternative Income ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.