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

PFG 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
2024 Q4	–	Sell	-11,498	Closed	-$139K	–	690
2024 Q3	$139K	Buy	11,498 +23	+0.2%	+$269	0.01%	683
2024 Q2	$130K	Sell	11,475 -321	-3%	-$3.63K	0.01%	659
2024 Q1	$136K	Sell	11,796 -19	-0.2%	-$215	0.01%	633
2023 Q4	$134K	Sell	11,815 -12,707	-52%	-$138K	0.01%	601
2023 Q3	$264K	Buy	24,522 +713	+3%	+$7.95K	0.02%	493
2023 Q2	$269K	Buy	23,809 +1,036	+5%	+$11.6K	0.02%	547
2023 Q1	$258K	Buy	22,773 +4,019	+21%	+$45.9K	0.02%	536
2022 Q4	$206K	Buy	18,754 +6,985	+59%	+$76.8K	0.02%	528
2022 Q3	$125K	Buy	+11,769	New	+$138K	0.01%	503

Other funds holding ALTY

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

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $491M AUM 12.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

RCAG

Rehmann Capital Advisory Group Lansing, Michigan $1.92B AUM 16.97% 1-Year Est. Return

PFG Advisors's ALTY Position: Q4 2024 in Review

PFG Advisors sold out of Global X Alternative Income ETF (ALTY) in Q4 2024, closing a stake of 11,498 shares — an estimated $139K sold.

PFG Advisors first reported a position in ALTY in Q3 2022 and held it in 9 quarters. The position peaked at $269K in Q2 2023. 19 funds tracked by Wall St. Rank hold ALTY as of Q4 2024.

PFG Advisors reported no remaining Global X Alternative Income ETF position as of Q4 2024 after selling out during the quarter.
PFG Advisors sold 11,498 Global X Alternative Income ETF shares in Q4 2024, an estimated $139K.
PFG Advisors first reported a position in Global X Alternative Income ETF in Q3 2022 and held it in 9 quarters.
PFG Advisors's Global X Alternative Income ETF position peaked at $269K in Q2 2023.
19 funds tracked by Wall St. Rank held Global X Alternative Income ETF as of Q4 2024.

Based on PFG Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.