AWA
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Acorn Wealth Advisors’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Acorn Wealth Advisors’s Portfolio QYLD Stock Details QYLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-11,441
Closed -$195K – 287
2025
Q3 		$195K Hold
11,441
– – 0.06% 276
2025
Q2 		$191K Hold
11,441
– – 0.07% 246
2025
Q1 		$190K Hold
11,441
– – 0.08% 228
2024
Q4 		$208K Sell
11,441
-2,972
-21% -$54.3K 0.09% 227
2024
Q3 		$260K Hold
14,413
– – 0.11% 187
2024
Q2 		$255K Hold
14,413
– – 0.13% 170
2024
Q1 		$258K Buy
14,413
+979
+7% +$17.4K 0.13% 164
2023
Q4 		$233K Buy
13,434
+1,300
+11% +$22.2K 0.14% 165
2023
Q3 		$203K Buy
+12,134
New +$213K 0.14% 174

Other funds holding QYLD

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
NAM
Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return