Great Valley Advisor Group’s Global X Alternative Income ETF ALTY Stock Holding History

Great Valley Advisor Group’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	-11,200	Closed	-$127K	–	750
2023 Q4	$127K	Sell	11,200 -8,394	-43%	-$91.3K	﹤0.01%	683
2023 Q3	$211K	Sell	19,594 -3,922	-17%	-$43.7K	0.01%	621
2023 Q2	$265K	Sell	23,516 -1,172	-5%	-$13.2K	0.01%	590
2023 Q1	$280K	Buy	24,688 +26	+0.1%	+$297	0.01%	561
2022 Q4	$272K	Sell	24,662 -332	-1%	-$3.65K	0.01%	567
2022 Q3	$265K	Buy	+24,994	New	+$294K	0.01%	560

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

Great Valley Advisor Group's ALTY Position: Q1 2024 in Review

Great Valley Advisor Group sold out of Global X Alternative Income ETF (ALTY) in Q1 2024, closing a stake of 11,200 shares — an estimated $127K sold.

Great Valley Advisor Group first reported a position in ALTY in Q3 2022 and held it in 6 quarters. The position peaked at $280K in Q1 2023. 16 funds tracked by Wall St. Rank hold ALTY as of Q1 2024.

Great Valley Advisor Group reported no remaining Global X Alternative Income ETF position as of Q1 2024 after selling out during the quarter.
Great Valley Advisor Group sold 11,200 Global X Alternative Income ETF shares in Q1 2024, an estimated $127K.
Great Valley Advisor Group first reported a position in Global X Alternative Income ETF in Q3 2022 and held it in 6 quarters.
Great Valley Advisor Group's Global X Alternative Income ETF position peaked at $280K in Q1 2023.
16 funds tracked by Wall St. Rank held Global X Alternative Income ETF as of Q1 2024.

Based on Great Valley Advisor Group's 13F filing for Q1 2024, filed 6 May 2024.