Van Den Berg Management I’s Global X Alternative Income ETF ALTY Stock Holding History

Van Den Berg Management I’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
2023 Q4	–	Sell	-300	Closed	-$3.23K	–	106
2023 Q3	$3.23K	Hold	300	–	–	﹤0.01%	100
2023 Q2	$3.39K	Hold	300	–	–	﹤0.01%	102
2023 Q1	$3.4K	Hold	300	–	–	﹤0.01%	103
2022 Q4	$3.3K	Buy	+300	New	+$3.3K	﹤0.01%	104

Other funds holding ALTY

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

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

TCM

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

Eudaimonia Advisors Winchester, Tennessee $188M AUM 21.29% 1-Year Est. Return

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

FFA

Founders Financial Alliance Raleigh, North Carolina $555M AUM 22.31% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Van Den Berg Management I's ALTY Position: Q4 2023 in Review

Van Den Berg Management I sold out of Global X Alternative Income ETF (ALTY) in Q4 2023, closing a stake of 300 shares — an estimated $3.23K sold.

Van Den Berg Management I first reported a position in ALTY in Q4 2022 and held it in 4 quarters. The position peaked at $3.4K in Q1 2023. 20 funds tracked by Wall St. Rank hold ALTY as of Q4 2023.

Van Den Berg Management I reported no remaining Global X Alternative Income ETF position as of Q4 2023 after selling out during the quarter.
Van Den Berg Management I sold 300 Global X Alternative Income ETF shares in Q4 2023, an estimated $3.23K.
Van Den Berg Management I first reported a position in Global X Alternative Income ETF in Q4 2022 and held it in 4 quarters.
Van Den Berg Management I's Global X Alternative Income ETF position peaked at $3.4K in Q1 2023.
20 funds tracked by Wall St. Rank held Global X Alternative Income ETF as of Q4 2023.

Based on Van Den Berg Management I's 13F filing for Q4 2023, filed 14 Feb 2024.