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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

NAM

Nissay Asset Management Tokyo, Japan $23.7B AUM 45.95% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Acorn Wealth Advisors's QYLD Position: Q4 2025 in Review

Acorn Wealth Advisors sold out of Global X NASDAQ-100 Covered Call ETF (QYLD) in Q4 2025, closing a stake of 11,441 shares — an estimated $195K sold.

Acorn Wealth Advisors first reported a position in QYLD in Q3 2023 and held it in 9 quarters. The position peaked at $260K in Q3 2024. 430 funds tracked by Wall St. Rank hold QYLD as of Q4 2025.

Acorn Wealth Advisors reported no remaining Global X NASDAQ-100 Covered Call ETF position as of Q4 2025 after selling out during the quarter.
Acorn Wealth Advisors sold 11,441 Global X NASDAQ-100 Covered Call ETF shares in Q4 2025, an estimated $195K.
Acorn Wealth Advisors first reported a position in Global X NASDAQ-100 Covered Call ETF in Q3 2023 and held it in 9 quarters.
Acorn Wealth Advisors's Global X NASDAQ-100 Covered Call ETF position peaked at $260K in Q3 2024.
430 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q4 2025.

Based on Acorn Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.