Clarity Capital Partners LLC QYLD β€” GLOBAL X FDS

Ownership history in Clarity Capital Partners LLC  Β·  7 quarters on record

AI Ownership Summary

Clarity Capital Partners LLC reported GLOBAL X FDS (QYLD) in 7 quarterly 13F filings from 2024 Q1 through 2025 Q2. Peak portfolio weight reached 0.99% in 2024 Q1. The latest visible filing shows QYLD at 0.46% 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 Clarity Capital Partners LLC'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 0.46% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.99% in 2024 Q1

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

Time in book
Holding Window
2024 Q1 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 Clarity Capital Partners LLC held QYLD β€” position size vs. price
% of Fund (quarterly)    QYLD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 REDUCED 20.2% +4.7% ❌ 76,698 -19,474 -20.2% 0.46% $1.3M 2025-08-14 (Est.) $15.16
2025 Q1 ADDED β€” β€” β€” 96,172 +12,760 +15.3% 0.64% $1.6M 2025-04-28 $14.13
2024 Q4 ADDED β€” β€” β€” 83,412 +14,465 +21.0% 0.79% $1.5M 2025-01-29 $15.54
2024 Q3 REDUCED 22.9% +5.3% ❌ 68,947 -20,443 -22.9% 0.73% $1.2M 2024-10-30 $14.79
2024 Q2 ADDED β€” β€” β€” 89,390 +5,570 +6.6% 0.97% $1.6M 2024-07-30 $13.55
2024 Q1 REDUCED β€” β€” β€” 83,820 -2,124 -2.5% 0.99% $1.5M 2024-05-03 $13.45
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding QYLD

As of 2026 Q2 β€” sorted by position size

KERR FINANCIAL PLANNING Corp 0.04% MassMutual Private Wealth & Trust, FSB 3Y 7Y 0.0%

FAQ About Clarity Capital Partners LLC and QYLD

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

How long has Clarity Capital Partners LLC reported owning QYLD?

Clarity Capital Partners LLC reported QYLD across 6 quarterly 13F filings, from 2024 Q1 through 2025 Q2.

What was the largest reported QYLD position in Clarity Capital Partners LLC's portfolio?

The largest reported portfolio weight for QYLD was 0.99% in 2024 Q1.

What is the latest reported QYLD position on this page?

The most recent filing on this page is 2025 Q2, when Clarity Capital Partners LLC reported 76,698 shares, equal to 0.46% of portfolio, with an estimated market value of $1.3M.

What does the chart on this QYLD ownership page compare?

The chart compares Clarity Capital Partners LLC'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.

How well did Clarity Capital Partners LLC time their QYLD position?

Based on 13F filing dates vs. subsequent QYLD price moves, Clarity Capital Partners LLC correctly timed 3 out of 6 reported position changes (50%). The annualised alpha on QYLD relative to SPY over the holding period was -8.9%.

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