Skip to content
Disclosery

Caerus Investment Advisors, LLC: QYLD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Caerus Investment Advisors, LLC on QYLD, newest first. How the timeline and the estimate are built.

Caerus Investment Advisors, LLC held 674,870 QYLD shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 674,870 shares
    Change vs previous 13F +94,646 shares

    4.19% of the 13F portfolio, value $12,437,854.

    13F-HR 0001862682-26-000003 filed by Caerus Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 580,224 shares
    Change vs previous 13F -33,114 shares

    4.2% of the 13F portfolio, value $9,950,842.

    13F-HR 0001862682-26-000002 filed by Caerus Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 613,338 shares
    Change vs previous 13F -44,557 shares

    3.62% of the 13F portfolio, value $10,837,682.

    13F-HR 0001862682-26-000001 filed by Caerus Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 657,895 shares
    Change vs previous 13F +46,044 shares

    4.58% of the 13F portfolio, value $11,190,794.

    13F-HR 0001862682-25-000002 filed by Caerus Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 611,851 shares
    Change vs previous 13F -123,692 shares

    9.75% of the 13F portfolio, value $10,230,149.

    13F-HR 0001085146-25-005300 filed by Caerus Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 735,543 shares
    Change vs previous 13F +51,081 shares

    11.79% of the 13F portfolio, value $12,232,080.

    13F-HR 0001085146-25-002408 filed by Caerus Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 684,462 shares
    Change vs previous 13F -128,309 shares

    11.72% of the 13F portfolio, value $12,470,898.

    13F-HR 0001085146-25-001372 filed by Caerus Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 812,771 shares
    Change vs previous 13F not available

    13.9% of the 13F portfolio, value $14,662,389.

    13F-HR 0001085146-24-005889 filed by Caerus Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).