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

Regal Investment 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
2022 Q1	–	Sell	-30,335	Closed	-$407K	–	529
2021 Q4	$407K	Buy	30,335 +1,653	+6%	+$22.2K	0.04%	363
2021 Q3	$382K	Buy	28,682 +703	+3%	+$9.56K	0.04%	369
2021 Q2	$381K	Buy	+27,979	New	+$374K	0.04%	368
2021 Q1	–	Sell	-22,976	Closed	-$269K	–	41
2020 Q4	$269K	Buy	+22,976	New	+$258K	0.03%	382
2020 Q3	–	Sell	-42,860	Closed	-$462K	–	34
2020 Q2	$462K	Buy	+42,860	New	+$437K	0.08%	184
2020 Q1	–	Sell	-42,612	Closed	-$630K	–	39
2019 Q4	$630K	Sell	42,612 -7,669	-15%	-$113K	0.11%	173
2019 Q3	$752K	Buy	50,281 +8,737	+21%	+$130K	0.15%	151
2019 Q2	$622K	Buy	41,544 +1,214	+3%	+$18K	0.12%	166
2019 Q1	$599K	Buy	40,330 +254	+0.6%	+$3.69K	0.12%	171
2018 Q4	$533K	Buy	40,076 +1,875	+5%	+$26.9K	0.12%	179
2018 Q3	$577K	Buy	38,201 +14,365	+60%	+$218K	0.12%	174
2018 Q2	$354K	Buy	23,836 +5,549	+30%	+$81.7K	0.11%	193
2018 Q1	$265K	Buy	+18,287	New	+$272K	0.06%	246

Other funds holding ALTY

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

TCM

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

TRUADVICE Sarasota, Florida $255M AUM 14.45% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

FFA

Founders Financial Alliance Raleigh, North Carolina $754M AUM 27.39% 1-Year Est. Return

Regal Investment Advisors's ALTY Position: Q1 2022 in Review

Regal Investment Advisors sold out of Global X Alternative Income ETF (ALTY) in Q1 2022, closing a stake of 30,335 shares — an estimated $407K sold.

Regal Investment Advisors first reported a position in ALTY in Q1 2018 and held it in 13 quarters. The position peaked at $752K in Q3 2019. 17 funds tracked by Wall St. Rank hold ALTY as of Q1 2022.

Regal Investment Advisors reported no remaining Global X Alternative Income ETF position as of Q1 2022 after selling out during the quarter.
Regal Investment Advisors sold 30,335 Global X Alternative Income ETF shares in Q1 2022, an estimated $407K.
Regal Investment Advisors first reported a position in Global X Alternative Income ETF in Q1 2018 and held it in 13 quarters.
Regal Investment Advisors's Global X Alternative Income ETF position peaked at $752K in Q3 2019.
17 funds tracked by Wall St. Rank held Global X Alternative Income ETF as of Q1 2022.

Based on Regal Investment Advisors's 13F filing for Q1 2022, filed 9 May 2022.