Morgan Stanley’s Global X Alternative Income ETF ALTY Stock Holding History

Morgan Stanley’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	$57K	Sell	4,586 -1	-0%	-$12	﹤0.01%	6459
2026 Q1	$55.1K	Buy	4,587 +3,956	+627%	+$48.4K	﹤0.01%	6387
2025 Q4	$7.53K	Hold	631	–	–	﹤0.01%	6957
2025 Q3	$7.5K	Hold	631	–	–	﹤0.01%	6979
2025 Q2	$7.36K	Hold	631	–	–	﹤0.01%	6933
2025 Q1	$7.39K	Hold	631	–	–	﹤0.01%	6891
2024 Q4	$7.32K	Hold	631	–	–	﹤0.01%	6901
2024 Q3	$7.61K	Sell	631 -1	-0.2%	-$12	﹤0.01%	6792
2024 Q2	$7.18K	Buy	632 +631	+63,100%	+$7.14K	﹤0.01%	6769
2024 Q1	$19	Sell	1 -300	-100%	-$3.4K	﹤0.01%	7722
2023 Q4	$3.41K	Buy	301 +1	+0.3%	+$11	﹤0.01%	6933
2023 Q3	$3.23K	Buy	+300	New	+$3.34K	﹤0.01%	7015
2021 Q4	–	Sell	-41	Closed	-$1K	–	7963
2021 Q3	$1K	Buy	41 +40	+4,000%	+$544	﹤0.01%	7748
2021 Q2	$0	Buy	+1	New	+$13	﹤0.01%	7737
2019 Q1	–	Sell	-700	Closed	-$9K	–	6582
2018 Q4	$9K	Buy	+700	New	+$10K	﹤0.01%	6181

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

KWA

Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 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

Morgan Stanley's ALTY Position: Q2 2026 in Review

Morgan Stanley reduced its Global X Alternative Income ETF (ALTY) stake by 0.02% in Q2 2026, selling an estimated $12 and leaving 4,586 shares worth $57K. The position accounts for ﹤0.01% of the portfolio, ranked #6459.

Morgan Stanley first reported a position in ALTY in Q4 2018 and has held it in 15 quarters since. 24 funds tracked by Wall St. Rank hold ALTY as of Q2 2026.

Morgan Stanley held 4,586 shares of Global X Alternative Income ETF worth $57K as of Q2 2026.
Morgan Stanley sold 1 Global X Alternative Income ETF share in Q2 2026, an estimated $12.
Global X Alternative Income ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #6459 holding.
Morgan Stanley first reported a position in Global X Alternative Income ETF in Q4 2018 and has held it in 15 quarters since.
24 funds tracked by Wall St. Rank held Global X Alternative Income ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.