Archford Capital Strategies’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Archford Capital Strategies’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 Q3	–	Sell	-12,019	Closed	-$201K	–	340
2025 Q2	$201K	Hold	12,019	–	–	0.03%	314
2025 Q1	$200K	Sell	12,019 -876	-7%	-$15.7K	0.03%	284
2024 Q4	$235K	Hold	12,895	–	–	0.04%	249
2024 Q3	$235K	Sell	12,895 -2,782	-18%	-$49.1K	0.04%	238
2024 Q2	$277K	Buy	15,677 +438	+3%	+$7.73K	0.04%	222
2024 Q1	$273K	Buy	+15,239	New	+$270K	0.05%	229

Other funds holding QYLD

GXJ

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Archford Capital Strategies's QYLD Position: Q3 2025 in Review

Archford Capital Strategies sold out of Global X NASDAQ-100 Covered Call ETF (QYLD) in Q3 2025, closing a stake of 12,019 shares — an estimated $201K sold.

Archford Capital Strategies first reported a position in QYLD in Q1 2024 and held it in 6 quarters. The position peaked at $277K in Q2 2024. 410 funds tracked by Wall St. Rank hold QYLD as of Q3 2025.

Archford Capital Strategies reported no remaining Global X NASDAQ-100 Covered Call ETF position as of Q3 2025 after selling out during the quarter.
Archford Capital Strategies sold 12,019 Global X NASDAQ-100 Covered Call ETF shares in Q3 2025, an estimated $201K.
Archford Capital Strategies first reported a position in Global X NASDAQ-100 Covered Call ETF in Q1 2024 and held it in 6 quarters.
Archford Capital Strategies's Global X NASDAQ-100 Covered Call ETF position peaked at $277K in Q2 2024.
410 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q3 2025.

Based on Archford Capital Strategies's 13F filing for Q3 2025, filed 17 Oct 2025.