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Atticus Wealth Management’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Atticus Wealth Management’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 		$346K Buy
18,767
+7,660
+69% +$137K 0.08% 145
2026
Q1 		$190K Sell
11,107
-756
-6% -$13.3K 0.05% 181
2025
Q4 		$210K Buy
11,863
+1,032
+10% +$18K 0.05% 194
2025
Q3 		$184K Buy
10,831
+3,586
+49% +$60.2K 0.05% 195
2025
Q2 		$121K Buy
7,245
+6,165
+571% +$101K 0.03% 227
2025
Q1 		$18K Hold
1,080
– – 0.01% 329
2024
Q4 		$19.7K Hold
1,080
– – 0.01% 332
2024
Q3 		$19.5K Sell
1,080
-24
-2% -$424 0.01% 333
2024
Q2 		$19.5K Sell
1,104
-1,308
-54% -$23.1K 0.01% 314
2024
Q1 		$43.2K Sell
2,412
-445
-16% -$7.89K 0.01% 258
2023
Q4 		$49.5K Sell
2,857
-6,813
-70% -$116K 0.02% 246
2023
Q3 		$162K Sell
9,670
-2,133
-18% -$37.4K 0.06% 142
2023
Q2 		$209K Buy
11,803
+40
+0.3% +$698 0.08% 129
2023
Q1 		$202K Buy
11,763
+10,683
+989% +$178K 0.08% 131
2022
Q4 		$17.2K Hold
1,080
– – 0.01% 342
2022
Q3 		$19K Hold
1,080
– – 0.01% 321
2022
Q2 		$19K Hold
1,080
– – 0.01% 350
2022
Q1 		$23K Hold
1,080
– – 0.01% 318
2021
Q4 		$24K Hold
1,080
– – 0.01% 295
2021
Q3 		$24K Hold
1,080
– – 0.01% 299
2021
Q2 		$24K Hold
1,080
– – 0.01% 277
2021
Q1 		$24K Buy
+1,080
New +$24.7K 0.01% 264

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

Atticus Wealth Management's QYLD Position: Q2 2026 in Review

Atticus Wealth Management increased its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 69% in Q2 2026, buying an estimated $137K and bringing the position to 18,767 shares worth $346K. The position accounts for 0.08% of the portfolio, ranked #145.

Atticus Wealth Management first reported a position in QYLD in Q1 2021 and has held it in 22 quarters since. 430 funds tracked by Wall St. Rank hold QYLD as of Q2 2026.

  • Atticus Wealth Management held 18,767 shares of Global X NASDAQ-100 Covered Call ETF worth $346K as of Q2 2026.
  • Atticus Wealth Management bought 7,660 Global X NASDAQ-100 Covered Call ETF shares in Q2 2026, an estimated $137K.
  • Global X NASDAQ-100 Covered Call ETF made up 0.08% of Atticus Wealth Management's portfolio in Q2 2026, its #145 holding.
  • Atticus Wealth Management first reported a position in Global X NASDAQ-100 Covered Call ETF in Q1 2021 and has held it in 22 quarters since.
  • 430 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q2 2026.

Based on Atticus Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.