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Advisor OS’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Advisor OS’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
2026
Q2 		– Sell
-12,425
Closed -$213K – 615
2026
Q1 		$213K Buy
12,425
+1,000
+9% +$17.6K 0.02% 526
2025
Q4 		$202K Sell
11,425
-3,109
-21% -$54.1K 0.02% 480
2025
Q3 		$247K Buy
+14,534
New +$244K 0.02% 405
2025
Q2 		– Sell
-213,357
Closed -$3.55M – 476
2025
Q1 		$3.55M Buy
213,357
+23,786
+13% +$427K 0.4% 40
2024
Q4 		$3.45M Buy
189,571
+12,466
+7% +$228K 0.4% 41
2024
Q3 		$3.19M Buy
177,105
+4,685
+3% +$82.7K 0.32% 54
2024
Q2 		$3.05M Sell
172,420
-9,870
-5% -$174K 0.33% 54
2024
Q1 		$3.26M Buy
182,290
+12,793
+8% +$227K 0.38% 46
2023
Q4 		$2.94M Buy
169,497
+22,249
+15% +$379K 0.38% 39
2023
Q3 		$2.47M Buy
147,248
+24,548
+20% +$431K 0.37% 48
2023
Q2 		$2.18M Buy
122,700
+85,532
+230% +$1.49M 0.36% 54
2023
Q1 		$637K Buy
+37,168
New +$619K 0.15% 150

Other funds holding QYLD

GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Advisor OS's QYLD Position: Q2 2026 in Review

Advisor OS sold out of Global X NASDAQ-100 Covered Call ETF (QYLD) in Q2 2026, closing a stake of 12,425 shares — an estimated $213K sold.

Advisor OS first reported a position in QYLD in Q1 2023 and held it in 12 quarters. The position peaked at $3.55M in Q1 2025. 430 funds tracked by Wall St. Rank hold QYLD as of Q2 2026.

  • Advisor OS reported no remaining Global X NASDAQ-100 Covered Call ETF position as of Q2 2026 after selling out during the quarter.
  • Advisor OS sold 12,425 Global X NASDAQ-100 Covered Call ETF shares in Q2 2026, an estimated $213K.
  • Advisor OS first reported a position in Global X NASDAQ-100 Covered Call ETF in Q1 2023 and held it in 12 quarters.
  • Advisor OS's Global X NASDAQ-100 Covered Call ETF position peaked at $3.55M in Q1 2025.
  • 430 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.