SEC 13F Intelligence

Ulland Investment Advisors, LLC / QYLD

Ulland Investment Advisors, LLC’s Global X Fds Position

Does Ulland Investment Advisors, LLC own Global X Fds (QYLD)? Yes — 70.0K shares worth $1M (+1.03% of its 13F portfolio) as of Q1 2026, down from 70.8K shares the prior filed quarter.

Position Value
$1M
Q1 2026
Shares
70.0K
% of Portfolio
+1.03%
Quarters Held
10
currently held

Position History QYLD

Reported value by quarter
Q4 ’23: $57,000Q4 ’23Q1 ’24: $141,000Q2 ’24: $133,000Q2 ’24Q3 ’24: $102,000Q4 ’24: $103,000Q4 ’24Q1 ’25: $753,000Q2 ’25: $1MQ2 ’25Q3 ’25: $1MQ4 ’25: $1MQ4 ’25Q1 ’26: $1Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202670.0K$1M+1.03%
Q4 202570.8K$1M+1.00%
Q3 202572.9K$1M+0.93%
Q2 202572.5K$1M+0.93%
Q1 202545.3K$753,000+0.63%
Q4 20245.7K$103,000+0.07%
Q3 20245.7K$102,000+0.07%
Q2 20247.5K$133,000+0.09%
Q1 20247.8K$141,000+0.11%
Q4 20233.3K$57,000+0.06%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Ulland Investment Advisors, LLC’s full portfolio or all institutional holders of QYLD.