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Triumph Capital Management’s Global X Alternative Income ETF ALTY Stock Holding History

Triumph Capital Management’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
2026
Q1 		$351K Hold
29,228
– – 0.07% 243
2025
Q4 		$349K Sell
29,228
-502
-2% -$5.99K 0.08% 231
2025
Q3 		$353K Buy
29,730
+296
+1% +$3.47K 0.09% 223
2025
Q2 		$343K Sell
29,434
-190
-0.6% -$2.17K 0.1% 207
2025
Q1 		$347K Hold
29,624
– – 0.12% 193
2024
Q4 		$343K Buy
29,624
+592
+2% +$7.05K 0.12% 200
2024
Q3 		$350K Sell
29,032
-19,016
-40% -$222K 0.12% 181
2024
Q2 		$546K Buy
48,048
+184
+0.4% +$2.08K 0.21% 109
2024
Q1 		$552K Sell
47,864
-2,170
-4% -$24.6K 0.23% 107
2023
Q4 		$570K Sell
50,034
-16,239
-25% -$177K 0.24% 89
2023
Q3 		$713K Buy
66,273
+1,042
+2% +$11.6K 0.32% 73
2023
Q2 		$736K Sell
65,231
-2,283
-3% -$25.6K 0.33% 63
2023
Q1 		$766K Buy
67,514
+2,675
+4% +$30.6K 0.39% 48
2022
Q4 		$714K Sell
64,839
-22,155
-25% -$244K 0.38% 57
2022
Q3 		$922K Buy
86,994
+3,050
+4% +$35.8K 0.5% 44
2022
Q2 		$969K Buy
83,944
+1,737
+2% +$21.1K 0.51% 45
2022
Q1 		$1.07M Buy
82,207
+34,074
+71% +$439K 0.46% 50
2021
Q4 		$646K Sell
48,133
-1,658
-3% -$22.3K 0.28% 87
2021
Q3 		$663K Buy
49,791
+507
+1% +$6.89K 0.31% 80
2021
Q2 		$668K Buy
+49,284
New +$660K 0.39% 61

Other funds holding ALTY

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.11B AUM 27.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Triumph Capital Management's ALTY Position: Q1 2026 in Review

Triumph Capital Management held its Global X Alternative Income ETF (ALTY) position steady in Q1 2026 at 29,228 shares worth $351K. The position accounts for 0.07% of the portfolio, ranked #243.

Triumph Capital Management first reported a position in ALTY in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.07M in Q1 2022. 26 funds tracked by Wall St. Rank hold ALTY as of Q1 2026.

  • Triumph Capital Management held 29,228 shares of Global X Alternative Income ETF worth $351K as of Q1 2026.
  • Triumph Capital Management left its Global X Alternative Income ETF share count unchanged in Q1 2026.
  • Global X Alternative Income ETF made up 0.07% of Triumph Capital Management's portfolio in Q1 2026, its #243 holding.
  • Triumph Capital Management first reported a position in Global X Alternative Income ETF in Q2 2021 and has held it in 20 quarters since.
  • Triumph Capital Management's Global X Alternative Income ETF position peaked at $1.07M in Q1 2022.
  • 26 funds tracked by Wall St. Rank held Global X Alternative Income ETF as of Q1 2026.

Based on Triumph Capital Management's 13F filing for Q1 2026, filed 13 May 2026.