Osaic Holdings
ALTY icon

Osaic Holdings’s Global X Alternative Income ETF ALTY Stock Holding History

Osaic Holdings’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 		$222K Buy
18,488
+8,438
+84% +$103K ﹤0.01% 4065
2025
Q4 		$120K Buy
10,050
+3,500
+53% +$41.7K ﹤0.01% 4560
2025
Q3 		$77.1K Buy
6,550
+3,850
+143% +$45.2K ﹤0.01% 4999
2025
Q2 		$31.5K Sell
2,700
-4,000
-60% -$45.6K ﹤0.01% 5372
2025
Q1 		$78.5K Hold
6,700
– – ﹤0.01% 4357
2024
Q4 		$77.7K Sell
6,700
-20,955
-76% -$250K ﹤0.01% 4378
2024
Q3 		$333K Buy
+27,655
New +$323K ﹤0.01% 3221
2024
Q2 		– Sell
-1,024
Closed -$11.8K – 7403
2024
Q1 		$11.8K Sell
1,024
-313,614
-100% -$3.55M ﹤0.01% 5668
2023
Q4 		$3.56M Sell
314,638
-335,045
-52% -$3.64M 0.01% 1433
2023
Q3 		$6.99M Buy
649,683
+319,933
+97% +$3.57M 0.01% 1078
2023
Q2 		$3.72M Sell
329,750
-25,714
-7% -$289K 0.01% 1383
2023
Q1 		$4.03M Sell
355,464
-165,783
-32% -$1.89M 0.01% 1308
2022
Q4 		$5.74M Buy
521,247
+25,035
+5% +$275K 0.01% 1015
2022
Q3 		$5.26M Buy
496,212
+45,305
+10% +$532K 0.01% 990
2022
Q2 		$5.2M Buy
450,907
+92,072
+26% +$1.12M 0.01% 1016
2022
Q1 		$4.68M Buy
358,835
+94,969
+36% +$1.22M 0.01% 1252
2021
Q4 		$3.54M Buy
263,866
+225,928
+596% +$3.04M 0.01% 1337
2021
Q3 		$506K Buy
37,938
+15,262
+67% +$208K ﹤0.01% 3014
2021
Q2 		$309K Buy
22,676
+6,519
+40% +$87.2K ﹤0.01% 3486
2021
Q1 		$205K Buy
16,157
+1,540
+11% +$18.9K ﹤0.01% 3715
2020
Q4 		$171K Buy
14,617
+555
+4% +$6.22K ﹤0.01% 3608
2020
Q3 		$148K Buy
14,062
+13,462
+2,244% +$145K ﹤0.01% 3509
2020
Q2 		$6K Sell
600
-300
-33% -$3.06K ﹤0.01% 5381
2020
Q1 		$8K Buy
+900
New +$11.9K ﹤0.01% 5111

Other funds holding ALTY

LPL Financial
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
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
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Osaic Holdings's ALTY Position: Q1 2026 in Review

Osaic Holdings increased its Global X Alternative Income ETF (ALTY) stake by 84% in Q1 2026, buying an estimated $103K and bringing the position to 18,488 shares worth $222K. The position accounts for ﹤0.01% of the portfolio, ranked #4065.

Osaic Holdings first reported a position in ALTY in Q1 2020 and has held it in 24 quarters since. The position peaked at $6.99M in Q3 2023. 26 funds tracked by Wall St. Rank hold ALTY as of Q1 2026.

  • Osaic Holdings held 18,488 shares of Global X Alternative Income ETF worth $222K as of Q1 2026.
  • Osaic Holdings bought 8,438 Global X Alternative Income ETF shares in Q1 2026, an estimated $103K.
  • Global X Alternative Income ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #4065 holding.
  • Osaic Holdings first reported a position in Global X Alternative Income ETF in Q1 2020 and has held it in 24 quarters since.
  • Osaic Holdings's Global X Alternative Income ETF position peaked at $6.99M in Q3 2023.
  • 26 funds tracked by Wall St. Rank held Global X Alternative Income ETF as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.