XYLD 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 (XYLD) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.88% in 2023 Q4. The latest visible filing shows XYLD at 0.74% 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
2025 Q4

XYLD was reported at 0.74% 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 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 XYLD β€” position size vs. price
% of Fund (quarterly)    XYLD 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 12,033 +1,768 +17.2% 0.74% $489K 2026-02-14 (Est.) $39.87
2025 Q3 ADDED 10,265 +1,491 +17.0% 0.63% $403K 2025-11-04 $38.06
2025 Q2 ADDED 8,774 +258 +3.0% 0.57% $342K 2025-08-13 $36.56
2025 Q1 ADDED 8,516 +391 +4.8% 0.59% $336K 2025-05-09 $34.92
2024 Q4 ADDED 8,125 +715 +9.6% 0.62% $340K 2025-01-28 $37.38
2024 Q3 ADDED 7,410 +235 +3.3% 0.60% $308K 2024-11-14 $35.53
2024 Q2 ADDED 7,175 +109 +1.5% 0.66% $290K 2024-08-14 $33.22
2024 Q1 ADDED 7,066 +210 +3.1% 0.81% $288K 2024-05-02 $32.12
2023 Q4 INITIATED 6,856 β€” β€” 0.88% $270K 2024-02-06 $31.39

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 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

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 2025 Q4, when Solutions 4 Wealth, Ltd reported 12,033 shares, equal to 0.74% of portfolio, with an estimated market value of $489K.

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.

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