QYLD β€” GLOBAL X FDS

Ownership history in Solutions 4 Wealth, Ltd  Β·  9 quarters on record

AI Ownership Summary

Solutions 4 Wealth, Ltd reported GLOBAL X FDS (QYLD) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 9.09% in 2025 Q4. The latest visible filing shows QYLD at 9.09% 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 QYLD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Solutions 4 Wealth, Ltd'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

QYLD was reported at 9.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
9.09% in 2025 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.

How Solutions 4 Wealth, Ltd held QYLD β€” position size vs. price
% of Fund (quarterly)    QYLD 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 ADDED 340,402 +17,612 +5.5% 9.09% $6.0M 2026-02-14 (Est.) $17.20
2025 Q3 ADDED 322,790 +43,268 +15.5% 8.52% $5.5M 2025-11-04 $16.55
2025 Q2 ADDED 279,522 +9,844 +3.7% 7.79% $4.7M 2025-08-13 $15.62
2025 Q1 ADDED 269,678 +65,444 +32.0% 7.91% $4.5M 2025-05-09 $14.70
2024 Q4 ADDED 204,234 +97,674 +91.7% 6.74% $3.7M 2025-01-28 $16.05
2024 Q3 ADDED 106,560 +3,698 +3.6% 3.76% $1.9M 2024-11-14 $15.49
2024 Q2 ADDED 102,862 +6,359 +6.6% 4.12% $1.8M 2024-08-14 $14.18
2024 Q1 ADDED 96,503 +9,052 +10.4% 4.85% $1.7M 2024-05-02 $13.79
2023 Q4 INITIATED 87,451 β€” β€” 4.95% $1.5M 2024-02-06 $13.65

FAQ About Solutions 4 Wealth, Ltd and QYLD

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

How long has Solutions 4 Wealth, Ltd reported owning QYLD?

Solutions 4 Wealth, Ltd reported QYLD across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported QYLD position in Solutions 4 Wealth, Ltd's portfolio?

The largest reported portfolio weight for QYLD was 9.09% in 2025 Q4.

What is the latest reported QYLD position on this page?

The most recent filing on this page is 2025 Q4, when Solutions 4 Wealth, Ltd reported 340,402 shares, equal to 9.09% of portfolio, with an estimated market value of $6.0M.

What does the chart on this QYLD ownership page compare?

The chart compares Solutions 4 Wealth, Ltd'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.

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