QYLD β€” GLOBAL X FDS

Ownership history in Aurora Private Wealth, Inc.  Β·  14 quarters on record

AI Ownership Summary

Aurora Private Wealth, Inc. reported GLOBAL X FDS (QYLD) in 14 quarterly 13F filings from 2023 Q4 through 2025 Q2. Peak portfolio weight reached 0.66% in 2024 Q2. The latest visible filing shows QYLD at 0.53% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this QYLD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Aurora Private Wealth, Inc.'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
2025 Q2

QYLD was reported at 0.53% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.66% in 2024 Q2

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

Time in book
Holding Window
2023 Q4 to 2025 Q2

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 Aurora Private Wealth, Inc. held QYLD β€” position size vs. price
% of Fund (quarterly)    QYLD price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 ADDED 42,820 +2,645 +6.6% 0.53% $716K 2025-07-24 $15.42
2025 Q1 ADDED 40,175 +1,760 +4.6% 0.61% $668K 2025-04-23 $14.37
2024 Q4 REDUCED 38,415 -4,594 -10.7% 0.52% $700K 2025-01-22 $16.14
2024 Q3 ADDED 43,009 +289 +0.7% 0.61% $776K 2024-10-18 $15.19
2024 Q2 ADDED 42,720 +4,873 +12.9% 0.66% $755K 2024-07-17 $14.39
2024 Q1 ADDED 37,847 +11,689 +44.7% 0.59% $679K 2024-04-22 $13.59
2023 Q4 ADDED 26,158 +2,742 +11.7% 0.43% $454K 2024-01-30 $13.57
7 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding QYLD

As of 2026 Q1 β€” sorted by position size

Investors Research Corp 3Y 7Y 0.01% Aspect Partners, LLC 0.0% Global Wealth Strategies & Associates 3Y 0.0%

FAQ About Aurora Private Wealth, Inc. and QYLD

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

How long has Aurora Private Wealth, Inc. reported owning QYLD?

Aurora Private Wealth, Inc. reported QYLD across 7 quarterly 13F filings, from 2023 Q4 through 2025 Q2.

What was the largest reported QYLD position in Aurora Private Wealth, Inc.'s portfolio?

The largest reported portfolio weight for QYLD was 0.66% in 2024 Q2.

What is the latest reported QYLD position on this page?

The most recent filing on this page is 2025 Q2, when Aurora Private Wealth, Inc. reported 42,820 shares, equal to 0.53% of portfolio, with an estimated market value of $716K.

What does the chart on this QYLD ownership page compare?

The chart compares Aurora Private Wealth, Inc.'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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