Insight Advisors, LLC/ PA CLOU — GLOBAL X FDS

Ownership history in Insight Advisors, LLC/ PA  ·  18 quarters on record

AI Ownership Summary

Insight Advisors, LLC/ PA reported GLOBAL X FDS (CLOU) in 18 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.33% in 2023 Q4. The latest visible filing shows CLOU at 0.08% 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 CLOU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Insight Advisors, LLC/ PA'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

CLOU was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.33% in 2023 Q4

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.

CLOU stock page Insight Advisors, LLC/ PA fund profile Insight Advisors, LLC/ PA full holdings
How Insight Advisors, LLC/ PA held CLOU — position size vs. price
% of Fund (quarterly)    CLOU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 22,019 +611 +2.9% 0.08% $498K 2026-02-14 (Est.) $19.62
2025 Q3 REDUCED — — — 21,408 -128 -0.6% 0.08% $498K 2025-11-10 $23.98
2025 Q2 REDUCED 10.9% +1.5% ❌ 21,536 -2,636 -10.9% 0.08% $502K 2025-07-30 $23.16
2025 Q1 REDUCED 15.8% +11.2% ❌ 24,172 -4,520 -15.8% 0.09% $507K 2025-04-11 $19.80
2024 Q4 REDUCED 19.7% -12.4% ✅ 28,692 -7,018 -19.7% 0.12% $692K 2025-01-27 $25.32
2024 Q3 REDUCED 19.5% +17.3% ❌ 35,710 -8,626 -19.5% 0.13% $734K 2024-10-15 $20.91
2024 Q2 REDUCED 22.6% +4.5% ❌ 44,336 -12,912 -22.6% 0.16% $872K 2024-07-15 $20.12
2024 Q1 REDUCED 15.8% -9.3% ✅ 57,248 -10,770 -15.8% 0.24% $1.2M 2024-05-06 $20.45
2023 Q4 ADDED — — — 68,018 +8,581 +14.4% 0.33% $1.5M 2024-01-23 $22.72
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding CLOU

As of 2026 Q1 — sorted by position size

Kropog Financial Group, LLC 0.28% KERR FINANCIAL PLANNING Corp 0.03% Archford Capital Strategies, LLC 3Y 7Y 0.02% Ascentis Independent Advisors 3Y 0.01% CVA Family Office, LLC 3Y 0.01% Realta Investment Advisors 3Y 0.01% SBI Securities Co., Ltd. 0.0% OPPENHEIMER & CO INC 3Y 7Y 0.0% CREATIVE FINANCIAL DESIGNS INC /ADV 3Y 7Y 0.0% NBC SECURITIES, INC. 0.0%

FAQ About Insight Advisors, LLC/ PA and CLOU

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

How long has Insight Advisors, LLC/ PA reported owning CLOU?

Insight Advisors, LLC/ PA reported CLOU across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported CLOU position in Insight Advisors, LLC/ PA's portfolio?

The largest reported portfolio weight for CLOU was 0.33% in 2023 Q4.

What is the latest reported CLOU position on this page?

The most recent filing on this page is 2025 Q4, when Insight Advisors, LLC/ PA reported 22,019 shares, equal to 0.08% of portfolio, with an estimated market value of $498K.

What does the chart on this CLOU ownership page compare?

The chart compares Insight Advisors, LLC/ PA's quarterly CLOU 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 Insight Advisors, LLC/ PA time their CLOU position?

Based on 13F filing dates vs. subsequent CLOU price moves, Insight Advisors, LLC/ PA correctly timed 9 out of 17 reported position changes (53%). The annualised alpha on CLOU relative to SPY over the holding period was -19.8%.

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