Raymond James Financial
ALTY icon

Raymond James Financial’s Global X Alternative Income ETF ALTY Stock Holding History

Raymond James Financial’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
2025
Q3 		– Sell
-1,000
Closed -$11.7K – 5016
2025
Q2 		$11.7K Buy
+1,000
New +$11.4K ﹤0.01% 5858

Other funds holding ALTY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial's ALTY Position: Q3 2025 in Review

Raymond James Financial sold out of Global X Alternative Income ETF (ALTY) in Q3 2025, closing a stake of 1,000 shares — an estimated $11.7K sold.

Raymond James Financial first reported a position in ALTY in Q2 2025 and held it in 1 quarter. The position peaked at $11.7K in Q2 2025. 21 funds tracked by Wall St. Rank hold ALTY as of Q3 2025.

  • Raymond James Financial reported no remaining Global X Alternative Income ETF position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 1,000 Global X Alternative Income ETF shares in Q3 2025, an estimated $11.7K.
  • Raymond James Financial first reported a position in Global X Alternative Income ETF in Q2 2025 and held it in 1 quarter.
  • Raymond James Financial's Global X Alternative Income ETF position peaked at $11.7K in Q2 2025.
  • 21 funds tracked by Wall St. Rank held Global X Alternative Income ETF as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.