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Atria Investments’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Atria Investments’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 		$228K Sell
12,385
-48
-0.4% -$860 ﹤0.01% 1994
2026
Q1 		$213K Sell
12,433
-55,674
-82% -$980K ﹤0.01% 1952
2025
Q4 		$1.2M Sell
68,107
-17,917
-21% -$312K 0.01% 973
2025
Q3 		$1.46M Sell
86,024
-200,634
-70% -$3.37M 0.02% 861
2025
Q2 		$4.79M Sell
286,658
-2,954
-1% -$48.3K 0.06% 393
2025
Q1 		$4.82M Buy
289,612
+86,437
+43% +$1.55M 0.06% 384
2024
Q4 		$3.7M Sell
203,175
-1,090
-0.5% -$19.9K 0.05% 447
2024
Q3 		$3.68M Buy
204,265
+35,656
+21% +$630K 0.05% 450
2024
Q2 		$2.98M Buy
168,609
+13,043
+8% +$230K 0.04% 503
2024
Q1 		$2.79M Sell
155,566
-3,975
-2% -$70.5K 0.04% 531
2023
Q4 		$2.77M Buy
+159,541
New +$2.72M 0.04% 474
2020
Q1 		– Sell
-52,540
Closed -$1.24M – 1035
2019
Q4 		$1.24M Buy
52,540
+2,333
+5% +$54.1K 0.03% 463
2019
Q3 		$1.14M Sell
50,207
-4,534
-8% -$104K 0.04% 380
2019
Q2 		$1.24M Sell
54,741
-7,645
-12% -$173K 0.05% 349
2019
Q1 		$1.42M Buy
62,386
+6,817
+12% +$151K 0.06% 271
2018
Q4 		$1.18M Buy
55,569
+18,676
+51% +$434K 0.05% 268
2018
Q3 		$927K Sell
36,893
-2,961
-7% -$73.9K 0.04% 418
2018
Q2 		$958K Sell
39,854
-155
-0.4% -$3.77K 0.04% 386
2018
Q1 		$952K Buy
+40,009
New +$990K 0.05% 353

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 $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Atria Investments's QYLD Position: Q2 2026 in Review

Atria Investments reduced its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 0.39% in Q2 2026, selling an estimated $860 and leaving 12,385 shares worth $228K. The position accounts for ﹤0.01% of the portfolio, ranked #1994.

Atria Investments first reported a position in QYLD in Q1 2018 and has held it in 19 quarters since. The position peaked at $4.82M in Q1 2025. 431 funds tracked by Wall St. Rank hold QYLD as of Q2 2026.

  • Atria Investments held 12,385 shares of Global X NASDAQ-100 Covered Call ETF worth $228K as of Q2 2026.
  • Atria Investments sold 48 Global X NASDAQ-100 Covered Call ETF shares in Q2 2026, an estimated $860.
  • Global X NASDAQ-100 Covered Call ETF made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1994 holding.
  • Atria Investments first reported a position in Global X NASDAQ-100 Covered Call ETF in Q1 2018 and has held it in 19 quarters since.
  • Atria Investments's Global X NASDAQ-100 Covered Call ETF position peaked at $4.82M in Q1 2025.
  • 431 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.