Advyzon Investment Management’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Advyzon Investment Management’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	$617K	Sell	33,471 -3,397	-9%	-$60.8K	0.04%	410
2026 Q1	$632K	Buy	36,868 +16,607	+82%	+$292K	0.06%	327
2025 Q4	$358K	Buy	20,261 +4,196	+26%	+$73K	0.04%	397
2025 Q3	$273K	Sell	16,065 -5,531	-26%	-$92.9K	0.05%	347
2025 Q2	$361K	Buy	21,596 +3,907	+22%	+$63.8K	0.08%	232
2025 Q1	$294K	Buy	17,689 +2,910	+20%	+$52.2K	0.1%	186
2024 Q4	$269K	Buy	+14,779	New	+$270K	0.1%	179

Other funds holding QYLD

GXJ

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Advyzon Investment Management's QYLD Position: Q2 2026 in Review

Advyzon Investment Management reduced its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 9.2% in Q2 2026, selling an estimated $60.8K and leaving 33,471 shares worth $617K. The position accounts for 0.04% of the portfolio, ranked #410.

Advyzon Investment Management first reported a position in QYLD in Q4 2024 and has held it in 7 quarters since. The position peaked at $632K in Q1 2026. 429 funds tracked by Wall St. Rank hold QYLD as of Q2 2026.

Advyzon Investment Management held 33,471 shares of Global X NASDAQ-100 Covered Call ETF worth $617K as of Q2 2026.
Advyzon Investment Management sold 3,397 Global X NASDAQ-100 Covered Call ETF shares in Q2 2026, an estimated $60.8K.
Global X NASDAQ-100 Covered Call ETF made up 0.04% of Advyzon Investment Management's portfolio in Q2 2026, its #410 holding.
Advyzon Investment Management first reported a position in Global X NASDAQ-100 Covered Call ETF in Q4 2024 and has held it in 7 quarters since.
Advyzon Investment Management's Global X NASDAQ-100 Covered Call ETF position peaked at $632K in Q1 2026.
429 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.