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

Atlas Private 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 Q2	$6.63M	Sell	360,005 -55,813	-13%	-$999K	1.45%	18
2026 Q1	$7.13M	Sell	415,818 -73,340	-15%	-$1.29M	1.68%	21
2025 Q4	$8.64M	Sell	489,158 -48,310	-9%	-$841K	2.02%	20
2025 Q3	$9.14M	Sell	537,468 -592,694	-52%	-$9.95M	2.24%	19
2025 Q2	$18.9M	Buy	1,130,162 +221,469	+24%	+$3.62M	2.43%	14
2025 Q1	$15.1M	Buy	908,693 +340,615	+60%	+$6.11M	2.11%	16
2024 Q4	$10.4M	Buy	568,078 +47,620	+9%	+$870K	1.47%	19
2024 Q3	$9.39M	Sell	520,458 -6,720	-1%	-$119K	1.36%	18
2024 Q2	$9.32M	Buy	527,178 +270,763	+106%	+$4.78M	1.51%	14
2024 Q1	$4.59M	Sell	256,415 -233,098	-48%	-$4.13M	1.53%	14
2023 Q4	$8.49M	Sell	489,513 -21,941	-4%	-$374K	1.58%	13
2023 Q3	$8.58M	Sell	511,454 -3,729	-0.7%	-$65.4K	1.62%	12
2023 Q2	$9.14M	Buy	515,183 +279,695	+119%	+$4.88M	1.85%	12
2023 Q1	$4.04M	Buy	235,488 +46,476	+25%	+$774K	1.87%	11
2022 Q4	$3.01M	Buy	189,012 +22,377	+13%	+$362K	1.6%	12
2022 Q3	$2.61M	Buy	166,635 +37,990	+30%	+$667K	1.57%	13
2022 Q2	$2.25M	Buy	128,645 +37,721	+41%	+$711K	1.35%	16
2022 Q1	$1.91M	Buy	90,924 +30,574	+51%	+$631K	0.85%	27
2021 Q4	$1.34M	Buy	60,350 +14,099	+30%	+$318K	0.62%	42
2021 Q3	$1.02M	Buy	46,251 +5,121	+12%	+$116K	0.53%	42
2021 Q2	$923K	Buy	41,130 +7,551	+22%	+$169K	0.5%	42
2021 Q1	$758K	Buy	33,579 +4,895	+17%	+$112K	0.42%	48
2020 Q4	$654K	Buy	28,684 +4,557	+19%	+$101K	0.44%	52
2020 Q3	$520K	Buy	24,127 +3,541	+17%	+$76.5K	0.43%	51
2020 Q2	$432K	Buy	+20,586	New	+$418K	0.38%	63

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

Atlas Private Wealth Advisors's QYLD Position: Q2 2026 in Review

Atlas Private Wealth Advisors reduced its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 13% in Q2 2026, selling an estimated $999K and leaving 360,005 shares worth $6.63M. The position accounts for 1.45% of the portfolio, ranked #18.

Atlas Private Wealth Advisors first reported a position in QYLD in Q2 2020 and has held it in 25 quarters since. The position peaked at $18.9M in Q2 2025. 430 funds tracked by Wall St. Rank hold QYLD as of Q2 2026.

Atlas Private Wealth Advisors held 360,005 shares of Global X NASDAQ-100 Covered Call ETF worth $6.63M as of Q2 2026.
Atlas Private Wealth Advisors sold 55,813 Global X NASDAQ-100 Covered Call ETF shares in Q2 2026, an estimated $999K.
Global X NASDAQ-100 Covered Call ETF made up 1.45% of Atlas Private Wealth Advisors's portfolio in Q2 2026, its #18 holding.
Atlas Private Wealth Advisors first reported a position in Global X NASDAQ-100 Covered Call ETF in Q2 2020 and has held it in 25 quarters since.
Atlas Private Wealth Advisors's Global X NASDAQ-100 Covered Call ETF position peaked at $18.9M in Q2 2025.
430 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q2 2026.

Based on Atlas Private Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.