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

Kovack 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	$156K	Hold	12,988	–	–	0.01%	953
2025 Q4	$155K	Sell	12,988 -2,600	-17%	-$31K	0.01%	968
2025 Q3	$185K	Sell	15,588 -694	-4%	-$8.14K	0.02%	586
2025 Q2	$190K	Sell	16,282 -1,008	-6%	-$11.5K	0.02%	571
2025 Q1	$202K	Sell	17,290 -1,394	-7%	-$16.5K	0.02%	530
2024 Q4	$217K	Sell	18,684 -468	-2%	-$5.58K	0.02%	547
2024 Q3	$231K	Sell	19,152 -4,328	-18%	-$50.6K	0.02%	508
2024 Q2	$267K	Buy	+23,480	New	+$266K	0.03%	447
2024 Q1	–	Sell	-21,522	Closed	-$243K	–	477
2023 Q4	$243K	Buy	21,522 +3,294	+18%	+$35.8K	0.03%	473
2023 Q3	$196K	Buy	18,228 +907	+5%	+$10.1K	0.03%	494
2023 Q2	$196K	Sell	17,321 -868	-5%	-$9.75K	0.03%	524
2023 Q1	$206K	Sell	18,189 -783	-4%	-$8.95K	0.03%	509
2022 Q4	$209K	Buy	+18,972	New	+$209K	0.03%	507

Other funds holding ALTY

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

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

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 Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

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

Kovack Advisors's ALTY Position: Q1 2026 in Review

Kovack Advisors held its Global X Alternative Income ETF (ALTY) position steady in Q1 2026 at 12,988 shares worth $156K. The position accounts for 0.01% of the portfolio, ranked #953.

Kovack Advisors first reported a position in ALTY in Q4 2022 and has held it in 13 quarters since. The position peaked at $267K in Q2 2024. 26 funds tracked by Wall St. Rank hold ALTY as of Q1 2026.

Kovack Advisors held 12,988 shares of Global X Alternative Income ETF worth $156K as of Q1 2026.
Kovack Advisors left its Global X Alternative Income ETF share count unchanged in Q1 2026.
Global X Alternative Income ETF made up 0.01% of Kovack Advisors's portfolio in Q1 2026, its #953 holding.
Kovack Advisors first reported a position in Global X Alternative Income ETF in Q4 2022 and has held it in 13 quarters since.
Kovack Advisors's Global X Alternative Income ETF position peaked at $267K in Q2 2024.
26 funds tracked by Wall St. Rank held Global X Alternative Income ETF as of Q1 2026.

Based on Kovack Advisors's 13F filing for Q1 2026, filed 13 May 2026.