Patriot Financial Group Insurance Agency’s Global X Alternative Income ETF ALTY Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q2	–	Sell	-500	Closed	-$7K	–	1996
2022 Q1	$7K	Hold	500	–	–	﹤0.01%	1473
2021 Q4	$7K	Hold	500	–	–	﹤0.01%	1589
2021 Q3	$7K	Buy	+500	New	+$6.8K	﹤0.01%	1584

Other funds holding ALTY

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Eudaimonia Partners Winchester, Tennessee $420M AUM 27.21% 1-Year Est. Return

Eudaimonia Advisors Winchester, Tennessee $188M AUM 21.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

FFA

Founders Financial Alliance Raleigh, North Carolina $555M AUM 22.31% 1-Year Est. Return

Patriot Financial Group Insurance Agency's ALTY Position: Q2 2022 in Review

Patriot Financial Group Insurance Agency sold out of Global X Alternative Income ETF (ALTY) in Q2 2022, closing a stake of 500 shares — an estimated $7K sold.

Patriot Financial Group Insurance Agency first reported a position in ALTY in Q3 2021 and held it in 3 quarters. The position peaked at $7K in Q1 2022. 16 funds tracked by Wall St. Rank hold ALTY as of Q2 2022.

Patriot Financial Group Insurance Agency reported no remaining Global X Alternative Income ETF position as of Q2 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 500 Global X Alternative Income ETF shares in Q2 2022, an estimated $7K.
Patriot Financial Group Insurance Agency first reported a position in Global X Alternative Income ETF in Q3 2021 and held it in 3 quarters.
Patriot Financial Group Insurance Agency's Global X Alternative Income ETF position peaked at $7K in Q1 2022.
16 funds tracked by Wall St. Rank held Global X Alternative Income ETF as of Q2 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2022, filed 29 Jul 2022.