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

Financial Gravity 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
2024
Q1 		– Sell
-89
Closed -$1.01K – 1195
2023
Q4 		$1.01K Buy
+89
New +$968 ﹤0.01% 791
2021
Q3 		$13K Hold
90
– – 0.01% 859
2021
Q2 		$14K Buy
+90
New +$1.2K 0.01% 868
2019
Q4 		– Sell
-11,255
Closed -$168K – 1374
2019
Q3 		$168K Buy
+11,255
New +$167K 0.14% 134

Other funds holding ALTY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EP
Eudaimonia Partners Winchester, Tennessee $420M AUM 27.21% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return
EA
Eudaimonia Advisors Winchester, Tennessee $188M AUM 21.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Financial Gravity Asset Management's ALTY Position: Q1 2024 in Review

Financial Gravity Asset Management sold out of Global X Alternative Income ETF (ALTY) in Q1 2024, closing a stake of 89 shares — an estimated $1.01K sold.

Financial Gravity Asset Management first reported a position in ALTY in Q3 2019 and held it in 4 quarters. The position peaked at $168K in Q3 2019. 16 funds tracked by Wall St. Rank hold ALTY as of Q1 2024.

  • Financial Gravity Asset Management reported no remaining Global X Alternative Income ETF position as of Q1 2024 after selling out during the quarter.
  • Financial Gravity Asset Management sold 89 Global X Alternative Income ETF shares in Q1 2024, an estimated $1.01K.
  • Financial Gravity Asset Management first reported a position in Global X Alternative Income ETF in Q3 2019 and held it in 4 quarters.
  • Financial Gravity Asset Management's Global X Alternative Income ETF position peaked at $168K in Q3 2019.
  • 16 funds tracked by Wall St. Rank held Global X Alternative Income ETF as of Q1 2024.

Based on Financial Gravity Asset Management's 13F filing for Q1 2024, filed 13 May 2024.