Ownership history in Lifeworks Advisors, LLC · 9 quarters on record
This page tracks every 13F SEC filing in which Lifeworks Advisors, LLC reported a position in GLOBAL X FDS (QYLD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 21,148 | +5,150 | +32.2% | 0.05% | $360K | $16.18 |
| 2025 Q2 | REDUCED | 15,998 | -7,926 | -33.1% | 0.04% | $267K | $15.43 |
| 2025 Q1 | UNCHANGED | 23,924 | — | 0% | 0.07% | $398K | $14.89 |
| 2024 Q4 | REDUCED | 23,924 | -3,214 | -11.8% | 0.08% | $436K | $15.85 |
| 2024 Q3 | ADDED | 27,138 | +2,485 | +10.1% | 0.10% | $490K | $15.10 |
| 2024 Q2 | REDUCED | 24,653 | -4,324 | -14.9% | 0.12% | $436K | $14.35 |
| 2024 Q1 | UNCHANGED | 28,977 | — | 0% | 0.15% | $519K | $14.13 |
| 2023 Q4 | UNCHANGED | 28,977 | — | 0% | 0.17% | $502K | $13.28 |
| 2023 Q3 | INITIATED | 28,977 | — | — | 0.19% | $486K | — |
As of 2025 Q4 — sorted by position size