Simplex Trading’s Global X Alternative Income ETF ALTY Stock Holding History

Simplex Trading’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 Q4	–	Sell	-25	Closed	–	–	8413
2025 Q3	$0	Buy	+25	New	+$293	﹤0.01%	8968
2021 Q4	–	Sell	-100	Closed	-$1K	–	10387
2021 Q3	$1K	Hold	100	–	–	﹤0.01%	9612
2021 Q2	$1K	Buy	+100	New	+$1.34K	﹤0.01%	9786

Other funds holding ALTY

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 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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Simplex Trading's ALTY Position: Q4 2025 in Review

Simplex Trading sold out of Global X Alternative Income ETF (ALTY) in Q4 2025, closing a stake of 25 shares.

Simplex Trading first reported a position in ALTY in Q2 2021 and held it in 3 quarters. The position peaked at $1K in Q3 2021. 23 funds tracked by Wall St. Rank hold ALTY as of Q4 2025.

Simplex Trading reported no remaining Global X Alternative Income ETF position as of Q4 2025 after selling out during the quarter.
Simplex Trading sold 25 Global X Alternative Income ETF shares in Q4 2025.
Simplex Trading first reported a position in Global X Alternative Income ETF in Q2 2021 and held it in 3 quarters.
Simplex Trading's Global X Alternative Income ETF position peaked at $1K in Q3 2021.
23 funds tracked by Wall St. Rank held Global X Alternative Income ETF as of Q4 2025.

Based on Simplex Trading's 13F filing for Q4 2025, filed 11 Feb 2026.