XYLD — GLOBAL X FDS

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

This page tracks every 13F SEC filing in which Solutions 4 Wealth, Ltd reported a position in GLOBAL X FDS (XYLD). 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.

Peak position
0.88% (2023 Q4)
Avg. % of fund
0.68%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 12,033 +1,768 +17.2% 0.74% $489K $39.94
2025 Q3 ADDED 10,265 +1,491 +17.0% 0.63% $403K $37.52
2025 Q2 ADDED 8,774 +258 +3.0% 0.57% $342K $36.34
2025 Q1 ADDED 8,516 +391 +4.8% 0.59% $336K $35.76
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    XYLD price (monthly, adj. close)

Other funds also holding XYLD

As of 2025 Q4 — sorted by position size

SIMS INVESTMENT MANAGEMENT, LLC 5.93% Caerus Investment Advisors, LLC 3Y 3.63% Compass Financial Services Inc 2.38% JUNCTURE WEALTH STRATEGIES, LLC 3Y 7Y 2.32% LITTLEJOHN FINANCIAL SERVICES, INC. 1.59% Thrive Capital Management, LLC 3Y 1.57% ELCO Management Co., LLC 3Y 7Y 1.24% Newbridge Financial Services Group, Inc. 3Y 0.85% Garner Asset Management Corp 3Y 7Y 0.81% PRAIRIEVIEW WEALTH PARTNERS, LLC 0.73%
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