Arete Wealth Advisors
QYLD icon

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

Arete 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
2026
Q3 		$371K Buy
20,005
+1,107
+6% +$20.1K 0.02% 334
2026
Q2 		$348K Sell
18,898
-1,056
-5% -$18.9K 0.02% 314
2026
Q1 		$342K Sell
19,954
-1,222
-6% -$21.5K 0.03% 298
2025
Q4 		$374K Sell
21,176
-2,660
-11% -$46.3K 0.03% 325
2025
Q3 		$405K Sell
23,836
-1,166
-5% -$19.6K 0.03% 317
2025
Q2 		$418K Sell
25,002
-69,854
-74% -$1.14M 0.03% 467
2025
Q1 		$1.58M Buy
94,856
+25,404
+37% +$456K 0.12% 176
2024
Q4 		$1.27M Sell
69,452
-491
-0.7% -$8.97K 0.09% 216
2024
Q3 		$1.26M Buy
69,943
+1,588
+2% +$28K 0.11% 184
2024
Q2 		$1.21M Sell
68,355
-3,265
-5% -$57.7K 0.1% 206
2024
Q1 		$1.28M Buy
71,620
+5,848
+9% +$104K 0.12% 180
2023
Q4 		$1.14M Buy
+65,772
New +$1.12M 0.09% 226
2023
Q3 		– Sell
-108,131
Closed -$1.92M – 654
2023
Q2 		$1.92M Sell
108,131
-74,115
-41% -$1.29M 0.17% 131
2023
Q1 		$3.13M Sell
182,246
-15,169
-8% -$253K 0.25% 83
2022
Q4 		$3.14M Buy
197,415
+4,602
+2% +$74.4K 0.27% 79
2022
Q3 		$3.02M Sell
192,813
-2,422
-1% -$42.5K 0.3% 70
2022
Q2 		$3.41M Buy
195,235
+91,582
+88% +$1.73M 0.34% 61
2022
Q1 		$2.17M Buy
103,653
+91,261
+736% +$1.88M 0.18% 108
2021
Q4 		$276K Sell
12,392
-953
-7% -$21.5K 0.02% 399
2021
Q3 		$294K Buy
+13,345
New +$302K 0.03% 332

Other funds holding QYLD

Global X Japan
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.46B AUM 38.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
HUB Investment Partners
HUB Investment Partners Austin, Texas $5.8B AUM 24.38% 1-Year Est. Return
Sims Investment Management
Sims Investment Management Cincinnati, Ohio $320M AUM 14.23% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
J.W. Cole Advisors
J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return
Harbour Investments
Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

Arete Wealth Advisors's QYLD Position: Q3 2026 in Review

Arete Wealth Advisors increased its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 5.9% in Q3 2026, buying an estimated $20.1K and bringing the position to 20,005 shares worth $371K. The position accounts for 0.02% of the portfolio, ranked #334.

Arete Wealth Advisors first reported a position in QYLD in Q3 2021 and has held it in 20 quarters since. The position peaked at $3.41M in Q2 2022. 282 funds tracked by Wall St. Rank hold QYLD as of Q3 2026.

  • Arete Wealth Advisors held 20,005 shares of Global X NASDAQ-100 Covered Call ETF worth $371K as of Q3 2026.
  • Arete Wealth Advisors bought 1,107 Global X NASDAQ-100 Covered Call ETF shares in Q3 2026, an estimated $20.1K.
  • Global X NASDAQ-100 Covered Call ETF made up 0.02% of Arete Wealth Advisors's portfolio in Q3 2026, its #334 holding.
  • Arete Wealth Advisors first reported a position in Global X NASDAQ-100 Covered Call ETF in Q3 2021 and has held it in 20 quarters since.
  • Arete Wealth Advisors's Global X NASDAQ-100 Covered Call ETF position peaked at $3.41M in Q2 2022.
  • 282 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q3 2026.

Based on Arete Wealth Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.