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Alteri Wealth’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Alteri Wealth’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
Q1 		$381K Buy
22,222
+3,265
+17% +$57.5K 0.12% 193
2025
Q4 		$335K Buy
18,957
+237
+1% +$4.13K 0.11% 211
2025
Q3 		$318K Buy
18,720
+3,390
+22% +$56.9K 0.11% 209
2025
Q2 		$256K Buy
+15,330
New +$250K 0.1% 222

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 $377B 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 $530B AUM 22.01% 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 $432B AUM 30.22% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $857M AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Alteri Wealth's QYLD Position: Q1 2026 in Review

Alteri Wealth increased its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 17% in Q1 2026, buying an estimated $57.5K and bringing the position to 22,222 shares worth $381K. The position accounts for 0.12% of the portfolio, ranked #193.

Alteri Wealth first reported a position in QYLD in Q2 2025 and has held it in 4 quarters since. 433 funds tracked by Wall St. Rank hold QYLD as of Q1 2026.

  • Alteri Wealth held 22,222 shares of Global X NASDAQ-100 Covered Call ETF worth $381K as of Q1 2026.
  • Alteri Wealth bought 3,265 Global X NASDAQ-100 Covered Call ETF shares in Q1 2026, an estimated $57.5K.
  • Global X NASDAQ-100 Covered Call ETF made up 0.12% of Alteri Wealth's portfolio in Q1 2026, its #193 holding.
  • Alteri Wealth first reported a position in Global X NASDAQ-100 Covered Call ETF in Q2 2025 and has held it in 4 quarters since.
  • 433 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q1 2026.

Based on Alteri Wealth's 13F filing for Q1 2026, filed 6 May 2026.