QYLG — GLOBAL X FDS

Ownership history in Collaborative Wealth Managment Inc.  ·  14 quarters on record

AI Ownership Summary

Collaborative Wealth Managment Inc. reported GLOBAL X FDS (QYLG) in 14 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 0.18% in 2023 Q3. The latest visible filing shows QYLG at 0.10% 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 QYLG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Collaborative Wealth Managment 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 Q4

QYLG was reported at 0.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.18% in 2023 Q3

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

Time in book
Holding Window
2023 Q3 to 2025 Q4

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.

QYLG stock page Collaborative Wealth Managment Inc. fund profile Collaborative Wealth Managment Inc. full holdings
How Collaborative Wealth Managment Inc. held QYLG — position size vs. price
% of Fund (quarterly)    QYLG price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 10,545 — 0% 0.10% $287K 2026-02-14 (Est.) $26.49
2025 Q3 UNCHANGED 10,545 — 0% 0.13% $309K 2025-11-07 $26.18
2025 Q2 REDUCED 10,545 -824 -7.2% 0.13% $294K 2025-08-08 $24.66
2025 Q1 UNCHANGED 11,369 — 0% 0.14% $292K 2025-05-08 $22.01
2024 Q4 UNCHANGED 11,369 — 0% 0.14% $319K 2025-02-10 $24.10
2024 Q3 UNCHANGED 11,369 — 0% 0.17% $366K 2024-11-12 $23.11
2024 Q2 UNCHANGED 11,369 — 0% 0.18% $359K 2024-08-09 $20.47
2024 Q1 UNCHANGED 11,369 — 0% 0.17% $348K 2024-05-10 $20.34
2023 Q4 UNCHANGED 11,369 — 0% 0.18% $329K 2024-02-07 $19.92
2023 Q3 UNCHANGED 11,369 — 0% 0.18% $301K 2023-11-09 $17.69
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding QYLG

As of 2025 Q4 — sorted by position size

Compass Financial Services Inc 1.02% Cannon Wealth Management Services, LLC 0.27% CERTIOR FINANCIAL GROUP, LLC 0.26% Comprehensive Financial Consultants Institutional, Inc. 3Y 0.09% INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 3Y 0.02% CROWLEY WEALTH MANAGEMENT, INC. 0.02% Dynamic Advisor Solutions LLC 3Y 7Y 0.02% Cetera Investment Advisers 3Y 7Y 0.0% NBC SECURITIES, INC. 0.0% Farther Finance Advisors, LLC 0.0%

FAQ About Collaborative Wealth Managment Inc. and QYLG

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

How long has Collaborative Wealth Managment Inc. reported owning QYLG?

Collaborative Wealth Managment Inc. reported QYLG across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported QYLG position in Collaborative Wealth Managment Inc.'s portfolio?

The largest reported portfolio weight for QYLG was 0.18% in 2023 Q3.

What is the latest reported QYLG position on this page?

The most recent filing on this page is 2025 Q4, when Collaborative Wealth Managment Inc. reported 10,545 shares, equal to 0.10% of portfolio, with an estimated market value of $287K.

What does the chart on this QYLG ownership page compare?

The chart compares Collaborative Wealth Managment Inc.'s quarterly QYLG 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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