Aspect Partners
QYLD icon

Aspect Partners’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Aspect Partners’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 		$4.6K Buy
248
+7
+3% +$127 ﹤0.01% 410
2026
Q2 		$4.44K Buy
241
+7
+3% +$125 ﹤0.01% 438
2026
Q1 		$4.01K Sell
234
-428
-65% -$7.53K ﹤0.01% 393
2025
Q4 		$11.7K Buy
662
+19
+3% +$331 0.01% 244
2025
Q3 		$10.9K Buy
643
+19
+3% +$319 0.01% 289
2025
Q2 		$10.4K Buy
624
+18
+3% +$294 0.01% 279
2025
Q1 		$10.1K Buy
606
+67
+12% +$1.2K 0.01% 264
2024
Q4 		$9.8K Buy
539
+10
+2% +$183 0.01% 287
2024
Q3 		$9.5K Buy
529
+21
+4% +$371 0.01% 275
2024
Q2 		$8.98K Buy
508
+9
+2% +$159 0.01% 280
2024
Q1 		$8.93K Buy
499
+44
+10% +$780 0.01% 283
2023
Q4 		$7.88K Buy
+455
New +$7.75K 0.01% 281

Other funds holding QYLD

Global X Japan
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.46B AUM 38.43% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 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
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Atlas Private Wealth Advisors
Atlas Private Wealth Advisors Matawan, New Jersey $462M AUM 14.2% 1-Year Est. Return
Newbridge Financial Services Group
Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Foguth Wealth Management
Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return

Aspect Partners's QYLD Position: Q3 2026 in Review

Aspect Partners increased its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 2.9% in Q3 2026, buying an estimated $127 and bringing the position to 248 shares worth $4.6K. The position accounts for ﹤0.01% of the portfolio, ranked #410.

Aspect Partners first reported a position in QYLD in Q4 2023 and has held it in 12 quarters since. The position peaked at $11.7K in Q4 2025. 120 funds tracked by Wall St. Rank hold QYLD as of Q3 2026.

  • Aspect Partners held 248 shares of Global X NASDAQ-100 Covered Call ETF worth $4.6K as of Q3 2026.
  • Aspect Partners bought 7 Global X NASDAQ-100 Covered Call ETF shares in Q3 2026, an estimated $127.
  • Global X NASDAQ-100 Covered Call ETF made up ﹤0.01% of Aspect Partners's portfolio in Q3 2026, its #410 holding.
  • Aspect Partners first reported a position in Global X NASDAQ-100 Covered Call ETF in Q4 2023 and has held it in 12 quarters since.
  • Aspect Partners's Global X NASDAQ-100 Covered Call ETF position peaked at $11.7K in Q4 2025.
  • 120 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q3 2026.

Based on Aspect Partners's 13F filing for Q3 2026, filed 20 Oct 2026.