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Disclosery

J.W. COLE ADVISORS, INC.: QYLD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of J.W. COLE ADVISORS, INC. on QYLD, newest first. How the timeline and the estimate are built.

J.W. COLE ADVISORS, INC. held 906,062 QYLD shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 906,062 shares
    Change vs previous 13F -34,586 shares

    0.29% of the 13F portfolio, value $16,698,716.

    13F-HR 0001404763-26-000005 filed by J.W. COLE ADVISORS, INC.
    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 940,648 shares
    Change vs previous 13F +130,761 shares

    0.54% of the 13F portfolio, value $16,132,113.

    13F-HR 0001404763-26-000003 filed by J.W. COLE ADVISORS, INC.
    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 809,887 shares
    Change vs previous 13F -136,785 shares

    0.04% of the 13F portfolio, value $1,569,934.

    13F-HR 0001404763-26-000001 filed by J.W. COLE ADVISORS, INC.
    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 946,672 shares
    Change vs previous 13F -100,395 shares

    0.31% of the 13F portfolio, value $16,102,887.

    13F-HR 0001404763-25-000002 filed by J.W. COLE ADVISORS, INC.
    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 1,047,067 shares
    Change vs previous 13F +964,971 shares

    0.37% of the 13F portfolio, value $17,506,962.

    13F-HR 0001085146-25-004914 filed by J.W. COLE ADVISORS, INC.
    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 82,096 shares
    Change vs previous 13F -367,374 shares

    0.04% of the 13F portfolio, value $1,365,252.

    13F-HR 0001376474-25-000429 filed by J.W. COLE ADVISORS, INC.
    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 449,470 shares
    Change vs previous 13F +50,503 shares

    0.33% of the 13F portfolio, value $8,189,347.

    13F-HR 0001172661-25-000434 filed by J.W. COLE ADVISORS, INC.
    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 398,967 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $7,197,362.

    13F-HR 0001172661-24-004355 filed by J.W. COLE ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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