IFP Advisors’s Global X Alternative Income ETF ALTY Stock Holding History

IFP Advisors’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
2019 Q4	–	Sell	-5,500	Closed	-$82K	–	2828
2019 Q3	$82K	Buy	+5,500	New	+$81.8K	0.01%	1149

Other funds holding ALTY

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

RIA

Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return

SCA

Sage Capital Advisors Sioux Falls, South Dakota $482M AUM 34.73% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

IFP Advisors's ALTY Position: Q4 2019 in Review

IFP Advisors sold out of Global X Alternative Income ETF (ALTY) in Q4 2019, closing a stake of 5,500 shares — an estimated $82K sold.

IFP Advisors first reported a position in ALTY in Q3 2019 and held it in 1 quarter. The position peaked at $82K in Q3 2019. 19 funds tracked by Wall St. Rank hold ALTY as of Q4 2019.

IFP Advisors reported no remaining Global X Alternative Income ETF position as of Q4 2019 after selling out during the quarter.
IFP Advisors sold 5,500 Global X Alternative Income ETF shares in Q4 2019, an estimated $82K.
IFP Advisors first reported a position in Global X Alternative Income ETF in Q3 2019 and held it in 1 quarter.
IFP Advisors's Global X Alternative Income ETF position peaked at $82K in Q3 2019.
19 funds tracked by Wall St. Rank held Global X Alternative Income ETF as of Q4 2019.

Based on IFP Advisors's 13F filing for Q4 2019, filed 17 Jan 2020.