Clear Creek Financial Management, LLC QYLD — GLOBAL X FDS

Ownership history in Clear Creek Financial Management, LLC  ·  19 quarters on record

AI Ownership Summary

Clear Creek Financial Management, LLC reported GLOBAL X FDS (QYLD) in 19 quarterly 13F filings from 2024 Q1 through 2025 Q3. Peak portfolio weight reached 0.18% in 2024 Q1. The latest visible filing shows QYLD at 0.06% 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 Clear Creek Financial Management, 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 Q3

QYLD was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.18% 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 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.

QYLD stock page Clear Creek Financial Management, LLC fund profile Clear Creek Financial Management, LLC full holdings
How Clear Creek Financial Management, LLC 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 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 40.2% +7.5% ❌ 37,372 -25,154 -40.2% 0.06% $636K 2025-11-10 $16.15
2025 Q2 ADDED — — — 62,526 +3,317 +5.6% 0.10% $1.0M 2025-07-23 $14.94
2025 Q1 REDUCED 11.2% +3.6% ❌ 59,209 -7,475 -11.2% 0.10% $985K 2025-04-28 $14.13
2024 Q4 REDUCED 13.3% -6.0% ✅ 66,684 -10,228 -13.3% 0.13% $1.2M 2025-01-24 $15.65
2024 Q3 REDUCED — — — 76,912 -2,447 -3.1% 0.16% $1.4M 2024-10-29 $14.83
2024 Q2 ADDED — — — 79,359 +1,140 +1.5% 0.17% $1.4M 2024-07-25 $13.55
2024 Q1 ADDED — — — 78,219 +5,505 +7.6% 0.18% $1.4M 2024-04-26 $13.38
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding QYLD

As of 2026 Q1 — sorted by position size

Global X Japan Co., Ltd. 13.91% Solutions 4 Wealth, Ltd 8.64% SIMS INVESTMENT MANAGEMENT, LLC 7.24% Mission Hills Financial Advisory, LLC 6.93% Foguth Wealth Management, LLC. 4.39% Caerus Investment Advisors, LLC 3Y 4.14% MONTCHANIN ASSET MANAGEMENT, LLC 3Y 3.8% Beta Wealth Group, Inc. 3Y 7Y 3.73% RETIREMENT PLANNING GROUP, LLC / NY 3.0% Significant Wealth Partners LLC 2.24%

FAQ About Clear Creek Financial Management, 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 Clear Creek Financial Management, LLC reported owning QYLD?

Clear Creek Financial Management, LLC reported QYLD across 7 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

What was the largest reported QYLD position in Clear Creek Financial Management, LLC's portfolio?

The largest reported portfolio weight for QYLD was 0.18% in 2024 Q1.

What is the latest reported QYLD position on this page?

The most recent filing on this page is 2025 Q3, when Clear Creek Financial Management, LLC reported 37,372 shares, equal to 0.06% of portfolio, with an estimated market value of $636K.

What does the chart on this QYLD ownership page compare?

The chart compares Clear Creek Financial Management, 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 Clear Creek Financial Management, LLC time their QYLD position?

Based on 13F filing dates vs. subsequent QYLD price moves, Clear Creek Financial Management, LLC correctly timed 10 out of 18 reported position changes (56%). The annualised alpha on QYLD relative to SPY over the holding period was -6.7%.

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