ALPHA CAPITAL ADVISORS INC /ADV QYLD — GLOBAL X FDS

Ownership history in ALPHA CAPITAL ADVISORS INC /ADV  ·  4 quarters on record

AI Ownership Summary

ALPHA CAPITAL ADVISORS INC /ADV reported GLOBAL X FDS (QYLD) in 4 quarterly 13F filings from 2025 Q4 through 2026 Q3. Peak portfolio weight reached 0.21% in 2026 Q3. The latest visible filing shows QYLD at 0.21% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this QYLD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ALPHA CAPITAL ADVISORS INC /ADV's position in GLOBAL X FDS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

QYLD was reported at 0.21% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.21% in 2026 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How ALPHA CAPITAL ADVISORS INC /ADV held QYLD — position size vs. price
% of Fund (quarterly)    QYLD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 12,819 +699 +5.8% 0.21% $238K 2026-11-10 $17.59
2026 Q2 UNCHANGED — — — 12,120 — 0% 0.19% $223K 2026-08-06 $17.55
2026 Q1 ADDED — — — 12,120 +248 +2.1% 0.20% $208K 2026-05-27 $17.14
2025 Q4 INITIATED — — — 11,872 — — 0.20% $212K 2026-02-18 $16.13

FAQ About ALPHA CAPITAL ADVISORS INC /ADV and QYLD

These are the practical questions this page is built to answer before you even open the full history table.

How long has ALPHA CAPITAL ADVISORS INC /ADV reported owning QYLD?

ALPHA CAPITAL ADVISORS INC /ADV reported QYLD across 4 quarterly 13F filings, from 2025 Q4 through 2026 Q3.

What was the largest reported QYLD position in ALPHA CAPITAL ADVISORS INC /ADV's portfolio?

The largest reported portfolio weight for QYLD was 0.21% in 2026 Q3.

What is the latest reported QYLD position on this page?

The most recent filing on this page is 2026 Q3, when ALPHA CAPITAL ADVISORS INC /ADV reported 12,819 shares, equal to 0.21% of portfolio, with an estimated market value of $238K.

What does the chart on this QYLD ownership page compare?

The chart compares ALPHA CAPITAL ADVISORS INC /ADV's quarterly QYLD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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