LPL Financial’s Global X Alternative Income ETF ALTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.95M | Sell |
411,873
-2,319
| -0.6% | -$28.4K | ﹤0.01% | 2630 |
|
|
2025
Q4 | $4.94M | Buy |
414,192
+21,290
| +5% | +$254K | ﹤0.01% | 2546 |
|
|
2025
Q3 | $4.66M | Sell |
392,902
-82,859
| -17% | -$972K | ﹤0.01% | 2529 |
|
|
2025
Q2 | $5.55M | Buy |
475,761
+72,268
| +18% | +$824K | ﹤0.01% | 2218 |
|
|
2025
Q1 | $4.72M | Buy |
403,493
+42,152
| +12% | +$499K | ﹤0.01% | 2193 |
|
|
2024
Q4 | $4.19M | Sell |
361,341
-16,383
| -4% | -$195K | ﹤0.01% | 2223 |
|
|
2024
Q3 | $4.55M | Sell |
377,724
-24,577
| -6% | -$287K | ﹤0.01% | 2078 |
|
|
2024
Q2 | $4.57M | Buy |
402,301
+256,263
| +175% | +$2.9M | ﹤0.01% | 1929 |
|
|
2024
Q1 | $1.68M | Buy |
146,038
+61,608
| +73% | +$698K | ﹤0.01% | 2693 |
|
|
2023
Q4 | $955K | Buy |
84,430
+437
| +0.5% | +$4.75K | ﹤0.01% | 3088 |
|
|
2023
Q3 | $904K | Buy |
83,993
+18,698
| +29% | +$208K | ﹤0.01% | 2979 |
|
|
2023
Q2 | $737K | Sell |
65,295
-3,875
| -6% | -$43.5K | ﹤0.01% | 3120 |
|
|
2023
Q1 | $784K | Buy |
69,170
+19,328
| +39% | +$221K | ﹤0.01% | 2950 |
|
|
2022
Q4 | $549K | Sell |
49,842
-937
| -2% | -$10.3K | ﹤0.01% | 3171 |
|
|
2022
Q3 | $538K | Sell |
50,779
-20,562
| -29% | -$241K | ﹤0.01% | 3084 |
|
|
2022
Q2 | $823K | Buy |
71,341
+1,719
| +2% | +$20.9K | ﹤0.01% | 2746 |
|
|
2022
Q1 | $907K | Buy |
69,622
+3,564
| +5% | +$45.9K | ﹤0.01% | 2685 |
|
|
2021
Q4 | $886K | Buy |
66,058
+12,385
| +23% | +$166K | ﹤0.01% | 2761 |
|
|
2021
Q3 | $715K | Buy |
53,673
+5,780
| +12% | +$78.6K | ﹤0.01% | 2886 |
|
|
2021
Q2 | $652K | Buy |
47,893
+14,118
| +42% | +$189K | ﹤0.01% | 2929 |
|
|
2021
Q1 | $429K | Buy |
33,775
+4,174
| +14% | +$51.2K | ﹤0.01% | 3159 |
|
|
2020
Q4 | $346K | Buy |
29,601
+7,057
| +31% | +$79.1K | ﹤0.01% | 3093 |
|
|
2020
Q3 | $238K | Sell |
22,544
-358
| -2% | -$3.85K | ﹤0.01% | 3071 |
|
|
2020
Q2 | $247K | Hold |
22,902
| – | – | ﹤0.01% | 2975 |
|
|
2020
Q1 | $201K | Buy |
22,902
+5,560
| +32% | +$73.5K | ﹤0.01% | 2803 |
|
|
2019
Q4 | $256K | Sell |
17,342
-24,729
| -59% | -$365K | ﹤0.01% | 2897 |
|
|
2019
Q3 | $629K | Buy |
42,071
+1,101
| +3% | +$16.4K | ﹤0.01% | 2094 |
|
|
2019
Q2 | $613K | Sell |
40,970
-4,500
| -10% | -$66.9K | ﹤0.01% | 2112 |
|
|
2019
Q1 | $676K | Buy |
45,470
+22,439
| +97% | +$326K | ﹤0.01% | 1954 |
|
|
2018
Q4 | $306K | Buy |
23,031
+267
| +1% | +$3.83K | ﹤0.01% | 2441 |
|
|
2018
Q3 | $344K | Sell |
22,764
-1,060
| -4% | -$16.1K | ﹤0.01% | 2556 |
|
|
2018
Q2 | $354K | Sell |
23,824
-556
| -2% | -$8.18K | ﹤0.01% | 2494 |
|
|
2018
Q1 | $353K | Buy |
24,380
+8,720
| +56% | +$130K | ﹤0.01% | 2470 |
|
|
2017
Q4 | $240K | Buy |
+15,660
| New | +$242K | ﹤0.01% | 2672 |
|
Other funds holding ALTY
KWA
TCM
GS
