QTR β€” GLOBAL X FDS

Ownership history in COMMONWEALTH EQUITY SERVICES, LLC  Β·  9 quarters on record

AI Ownership Summary

COMMONWEALTH EQUITY SERVICES, LLC reported GLOBAL X FDS (QTR) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. The latest visible filing shows QTR at 0.00% 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 QTR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was COMMONWEALTH EQUITY SERVICES, 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 Q4

QTR was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q3

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 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.

How COMMONWEALTH EQUITY SERVICES, LLC held QTR β€” position size vs. price
% of Fund (quarterly)    QTR price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 47,217 -1,069 -2.2% 0.00% $1.4M 2026-02-14 (Est.) $29.76
2025 Q3 ADDED 48,286 +2,815 +6.2% 0.00% $1.7M 2025-10-22 $30.20
2025 Q2 ADDED 45,471 +1,794 +4.1% 0.00% $1.5M 2025-08-06 $28.42
2025 Q1 REDUCED 43,677 -378 -0.9% 0.00% $1.2M 2025-05-09 $24.86
2024 Q4 ADDED 44,055 +4,472 +11.3% 0.00% $1.4M 2025-02-10 $27.20
2024 Q3 ADDED 39,583 +1,534 +4.0% 0.00% $1.2M 2024-10-18 $25.76
2024 Q2 ADDED 38,049 +13,297 +53.7% 0.00% $1.1M 2024-07-31 $24.82
2024 Q1 ADDED 24,752 +2,442 +10.9% 0.00% $694K 2024-04-29 $22.86
2023 Q4 INITIATED 22,310 β€” β€” 0.00% $581K 2024-02-06 $22.71

🏒 Other funds also holding QTR

As of 2025 Q4 β€” sorted by position size

MML INVESTORS SERVICES, LLC 3Y 7Y 0.0% ENVESTNET ASSET MANAGEMENT INC 3Y 7Y 0.0%

FAQ About COMMONWEALTH EQUITY SERVICES, LLC and QTR

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

How long has COMMONWEALTH EQUITY SERVICES, LLC reported owning QTR?

COMMONWEALTH EQUITY SERVICES, LLC reported QTR across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported QTR position in COMMONWEALTH EQUITY SERVICES, LLC's portfolio?

The largest reported portfolio weight for QTR was 0.00% in 2025 Q3.

What is the latest reported QTR position on this page?

The most recent filing on this page is 2025 Q4, when COMMONWEALTH EQUITY SERVICES, LLC reported 47,217 shares, equal to 0.00% of portfolio, with an estimated market value of $1.4M.

What does the chart on this QTR ownership page compare?

The chart compares COMMONWEALTH EQUITY SERVICES, LLC's quarterly QTR 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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