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

Atria Wealth Solutions’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
Q2 		$3.44M Sell
205,960
-252,002
-55% -$4.12M 0.08% 280
2025
Q1 		$7.62M Sell
457,962
-1,901
-0.4% -$34.1K 0.09% 228
2024
Q4 		$8.42M Buy
459,863
+18,382
+4% +$336K 0.09% 222
2024
Q3 		$7.96M Buy
441,481
+22,863
+5% +$404K 0.09% 240
2024
Q2 		$7.46M Sell
418,618
-15,125
-3% -$267K 0.08% 249
2024
Q1 		$7.77M Buy
433,743
+83,853
+24% +$1.49M 0.09% 244
2023
Q4 		$6.1M Buy
349,890
+10,071
+3% +$172K 0.08% 257
2023
Q3 		$5.7M Buy
339,819
+24,113
+8% +$423K 0.08% 255
2023
Q2 		$5.6M Buy
315,706
+19,342
+7% +$338K 0.08% 253
2023
Q1 		$5.08M Sell
296,364
-18,287
-6% -$305K 0.08% 262
2022
Q4 		$5.05M Sell
314,651
-13,350
-4% -$216K 0.08% 252
2022
Q3 		$5.14M Buy
328,001
+5,546
+2% +$97.3K 0.09% 226
2022
Q2 		$5.63M Buy
322,455
+126,085
+64% +$2.38M 0.11% 212
2022
Q1 		$4.12M Buy
+196,370
New +$4.05M 0.07% 294

Other funds holding QYLD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 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
NAM
Nissay Asset Management Tokyo, Japan $23.7B AUM 45.95% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Atria Wealth Solutions's QYLD Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 55% in Q2 2025, selling an estimated $4.12M and leaving 205,960 shares worth $3.44M. The position accounts for 0.08% of the portfolio, ranked #280.

Atria Wealth Solutions first reported a position in QYLD in Q1 2022 and has held it in 14 quarters since. The position peaked at $8.42M in Q4 2024. 409 funds tracked by Wall St. Rank hold QYLD as of Q2 2025.

  • Atria Wealth Solutions held 205,960 shares of Global X NASDAQ-100 Covered Call ETF worth $3.44M as of Q2 2025.
  • Atria Wealth Solutions sold 252,002 Global X NASDAQ-100 Covered Call ETF shares in Q2 2025, an estimated $4.12M.
  • Global X NASDAQ-100 Covered Call ETF made up 0.08% of Atria Wealth Solutions's portfolio in Q2 2025, its #280 holding.
  • Atria Wealth Solutions first reported a position in Global X NASDAQ-100 Covered Call ETF in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Global X NASDAQ-100 Covered Call ETF position peaked at $8.42M in Q4 2024.
  • 409 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.