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 Q2	$628K	Sell	50,561 -28,677	-36%	-$353K	0.03%	541
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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Kingswood Wealth Advisors's ALTY Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its Global X Alternative Income ETF (ALTY) stake by 36% in Q2 2026, selling an estimated $353K and leaving 50,561 shares worth $628K. The position accounts for 0.03% of the portfolio, ranked #541.

Kingswood Wealth Advisors first reported a position in ALTY in Q3 2024 and has held it in 6 quarters since. The position peaked at $952K in Q1 2026. 24 funds tracked by Wall St. Rank hold ALTY as of Q2 2026.

Kingswood Wealth Advisors held 50,561 shares of Global X Alternative Income ETF worth $628K as of Q2 2026.
Kingswood Wealth Advisors sold 28,677 Global X Alternative Income ETF shares in Q2 2026, an estimated $353K.
Global X Alternative Income ETF made up 0.03% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #541 holding.
Kingswood Wealth Advisors first reported a position in Global X Alternative Income ETF in Q3 2024 and has held it in 6 quarters since.
Kingswood Wealth Advisors's Global X Alternative Income ETF position peaked at $952K in Q1 2026.
24 funds tracked by Wall St. Rank held Global X Alternative Income ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.