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

Mercer Global 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	$321K	Hold	26,675	–	–	﹤0.01%	2365
2025 Q4	$318K	Hold	26,675	–	–	﹤0.01%	2188
2025 Q3	$317K	Hold	26,675	–	–	﹤0.01%	2050
2025 Q2	$311K	Hold	26,675	–	–	﹤0.01%	1831
2025 Q1	$312K	Hold	26,675	–	–	﹤0.01%	1740
2024 Q4	$309K	Hold	26,675	–	–	﹤0.01%	1722
2024 Q3	$322K	Hold	26,675	–	–	﹤0.01%	1582
2024 Q2	$303K	Sell	26,675 -1,396	-5%	-$15.8K	﹤0.01%	1569
2024 Q1	$324K	Sell	28,071 -6,536	-19%	-$74K	﹤0.01%	1523
2023 Q4	$391K	Sell	34,607 -15,420	-31%	-$168K	﹤0.01%	1469
2023 Q3	$538K	Sell	50,027 -131,241	-72%	-$1.46M	﹤0.01%	1215
2023 Q2	$2.05M	Buy	+181,268	New	+$2.04M	0.01%	721

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

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Mercer Global Advisors's ALTY Position: Q1 2026 in Review

Mercer Global Advisors held its Global X Alternative Income ETF (ALTY) position steady in Q1 2026 at 26,675 shares worth $321K. The position accounts for ﹤0.01% of the portfolio, ranked #2365.

Mercer Global Advisors first reported a position in ALTY in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.05M in Q2 2023. 26 funds tracked by Wall St. Rank hold ALTY as of Q1 2026.

Mercer Global Advisors held 26,675 shares of Global X Alternative Income ETF worth $321K as of Q1 2026.
Mercer Global Advisors left its Global X Alternative Income ETF share count unchanged in Q1 2026.
Global X Alternative Income ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #2365 holding.
Mercer Global Advisors first reported a position in Global X Alternative Income ETF in Q2 2023 and has held it in 12 quarters since.
Mercer Global Advisors's Global X Alternative Income ETF position peaked at $2.05M in Q2 2023.
26 funds tracked by Wall St. Rank held Global X Alternative Income ETF as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.