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	-178	Closed	-$1.94K	–	1965
2023 Q4	$1.94K	Buy	178 +89	+100%	+$968	﹤0.01%	985
2023 Q3	$928	Buy	+89	New	+$992	﹤0.01%	769
2023 Q2	–	Sell	-11	Closed	-$1.02K	–	1635
2023 Q1	$1.02K	Buy	+11	New	+$126	0.03%	361
2022 Q4	–	Sell	-44	Closed	-$951	–	1405
2022 Q3	$951	Buy	+44	New	+$517	0.03%	346
2022 Q2	–	Sell	-52	Closed	-$1.17K	–	736
2022 Q1	$1.17K	Hold	52	–	–	0.03%	324
2021 Q4	$1.2K	Sell	52 -38	-42%	-$511	0.03%	370
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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Eudaimonia Partners Winchester, Tennessee $420M AUM 27.21% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $491M AUM 12.29% 1-Year Est. Return

Eudaimonia Advisors Winchester, Tennessee $188M AUM 21.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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 178 shares — an estimated $1.94K sold.

Financial Gravity Asset Management first reported a position in ALTY in Q3 2019 and held it in 9 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 178 Global X Alternative Income ETF shares in Q1 2024, an estimated $1.94K.
Financial Gravity Asset Management first reported a position in Global X Alternative Income ETF in Q3 2019 and held it in 9 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.