Solutions 4 Wealth, Ltd XYLD — GLOBAL X FDS

Ownership history in Solutions 4 Wealth, Ltd  ·  10 quarters on record

AI Ownership Summary

Solutions 4 Wealth, Ltd reported GLOBAL X FDS (XYLD) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.88% in 2023 Q4. The latest visible filing shows XYLD at 0.60% 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 XYLD 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
2026 Q1

XYLD was reported at 0.60% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.88% 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 2026 Q1

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.

XYLD stock page Solutions 4 Wealth, Ltd fund profile Solutions 4 Wealth, Ltd full holdings
How Solutions 4 Wealth, Ltd held XYLD — position size vs. price
% of Fund (quarterly)    XYLD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 10,214 -1,819 -15.1% 0.60% $400K 2026-05-05 $40.45
2025 Q4 ADDED — — — 12,033 +1,768 +17.2% 0.74% $489K 2026-02-09 $39.84
2025 Q3 ADDED — — — 10,265 +1,491 +17.0% 0.63% $403K 2025-11-04 $37.73
2025 Q2 ADDED — — — 8,774 +258 +3.0% 0.57% $342K 2025-08-13 $36.24
2025 Q1 ADDED — — — 8,516 +391 +4.8% 0.59% $336K 2025-05-09 $34.61
2024 Q4 ADDED — — — 8,125 +715 +9.6% 0.62% $340K 2025-01-28 $37.05
2024 Q3 ADDED — — — 7,410 +235 +3.3% 0.60% $308K 2024-11-14 $35.22
2024 Q2 ADDED — — — 7,175 +109 +1.5% 0.66% $290K 2024-08-14 $32.93
2024 Q1 ADDED — — — 7,066 +210 +3.1% 0.81% $288K 2024-05-02 $31.84
2023 Q4 INITIATED — — — 6,856 — — 0.88% $270K 2024-02-06 $31.11

🏢 Other funds also holding XYLD

As of 2026 Q1 — sorted by position size

SIMS INVESTMENT MANAGEMENT, LLC 6.14% Compass Financial Services Inc 2.39% Global X Japan Co., Ltd. 2.36% JUNCTURE WEALTH STRATEGIES, LLC 3Y 7Y 2.27% J. Team Financial, Inc. 1.95% SUMITOMO LIFE INSURANCE CO 3Y 7Y 1.57% PMG Family Office LLC 1.52% Thrive Capital Management, LLC 3Y 1.24% APS Management Group, Inc. 1.04% ELCO Management Co., LLC 3Y 7Y 0.89%

FAQ About Solutions 4 Wealth, Ltd and XYLD

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 XYLD?

Solutions 4 Wealth, Ltd reported XYLD across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

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

The largest reported portfolio weight for XYLD was 0.88% in 2023 Q4.

What is the latest reported XYLD position on this page?

The most recent filing on this page is 2026 Q1, when Solutions 4 Wealth, Ltd reported 10,214 shares, equal to 0.60% of portfolio, with an estimated market value of $400K.

What does the chart on this XYLD ownership page compare?

The chart compares Solutions 4 Wealth, Ltd's quarterly XYLD 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 Solutions 4 Wealth, Ltd time their XYLD position?

Based on 13F filing dates vs. subsequent XYLD price moves, Solutions 4 Wealth, Ltd correctly timed 8 out of 9 reported position changes (89%). The annualised alpha on XYLD relative to SPY over the holding period was -6.3%.

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