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

Kingswood Wealth 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
2026
Q1 		$952K Buy
79,238
+26,644
+51% +$326K 0.05% 386
2025
Q4 		$627K Sell
52,594
-8,747
-14% -$104K 0.03% 466
2025
Q3 		$728K Buy
61,341
+44,899
+273% +$527K 0.04% 377
2025
Q2 		$192K Buy
+16,442
New +$187K 0.02% 711
2024
Q4 		– Sell
-57,433
Closed -$692K – 794
2024
Q3 		$692K Buy
+57,433
New +$671K 0.05% 374

Other funds holding ALTY

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Kingswood Wealth Advisors's ALTY Position: Q1 2026 in Review

Kingswood Wealth Advisors increased its Global X Alternative Income ETF (ALTY) stake by 51% in Q1 2026, buying an estimated $326K and bringing the position to 79,238 shares worth $952K. The position accounts for 0.05% of the portfolio, ranked #386.

Kingswood Wealth Advisors first reported a position in ALTY in Q3 2024 and has held it in 5 quarters since. 26 funds tracked by Wall St. Rank hold ALTY as of Q1 2026.

  • Kingswood Wealth Advisors held 79,238 shares of Global X Alternative Income ETF worth $952K as of Q1 2026.
  • Kingswood Wealth Advisors bought 26,644 Global X Alternative Income ETF shares in Q1 2026, an estimated $326K.
  • Global X Alternative Income ETF made up 0.05% of Kingswood Wealth Advisors's portfolio in Q1 2026, its #386 holding.
  • Kingswood Wealth Advisors first reported a position in Global X Alternative Income ETF in Q3 2024 and has held it in 5 quarters since.
  • 26 funds tracked by Wall St. Rank held Global X Alternative Income ETF as of Q1 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.