KWM
ALTY icon

Kingsview Wealth Management’s Global X Alternative Income ETF ALTY Stock Holding History

Kingsview Wealth 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
Q1 		$245K Sell
20,380
-21,779
-52% -$267K ﹤0.01% 1164
2025
Q4 		$503K Buy
42,159
+11,242
+36% +$134K 0.01% 848
2025
Q3 		$367K Buy
+30,917
New +$363K 0.01% 898

Other funds holding ALTY

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.11B AUM 27.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $491M AUM 12.29% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Kingsview Wealth Management's ALTY Position: Q1 2026 in Review

Kingsview Wealth Management reduced its Global X Alternative Income ETF (ALTY) stake by 52% in Q1 2026, selling an estimated $267K and leaving 20,380 shares worth $245K. The position accounts for ﹤0.01% of the portfolio, ranked #1164.

Kingsview Wealth Management first reported a position in ALTY in Q3 2025 and has held it in 3 quarters since. The position peaked at $503K in Q4 2025. 26 funds tracked by Wall St. Rank hold ALTY as of Q1 2026.

  • Kingsview Wealth Management held 20,380 shares of Global X Alternative Income ETF worth $245K as of Q1 2026.
  • Kingsview Wealth Management sold 21,779 Global X Alternative Income ETF shares in Q1 2026, an estimated $267K.
  • Global X Alternative Income ETF made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q1 2026, its #1164 holding.
  • Kingsview Wealth Management first reported a position in Global X Alternative Income ETF in Q3 2025 and has held it in 3 quarters since.
  • Kingsview Wealth Management's Global X Alternative Income ETF position peaked at $503K in Q4 2025.
  • 26 funds tracked by Wall St. Rank held Global X Alternative Income ETF as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.