Atticus Wealth Management
QYLD icon

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
Q3 		$331K Sell
17,850
-917
-5% -$16.7K 0.07% 146
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

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

Atticus Wealth Management's QYLD Position: Q3 2026 in Review

Atticus Wealth Management reduced its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 4.9% in Q3 2026, selling an estimated $16.7K and leaving 17,850 shares worth $331K. The position accounts for 0.07% of the portfolio, ranked #146.

Atticus Wealth Management first reported a position in QYLD in Q1 2021 and has held it in 23 quarters since. The position peaked at $346K in Q2 2026. 130 funds tracked by Wall St. Rank hold QYLD as of Q3 2026.

  • Atticus Wealth Management held 17,850 shares of Global X NASDAQ-100 Covered Call ETF worth $331K as of Q3 2026.
  • Atticus Wealth Management sold 917 Global X NASDAQ-100 Covered Call ETF shares in Q3 2026, an estimated $16.7K.
  • Global X NASDAQ-100 Covered Call ETF made up 0.07% of Atticus Wealth Management's portfolio in Q3 2026, its #146 holding.
  • Atticus Wealth Management first reported a position in Global X NASDAQ-100 Covered Call ETF in Q1 2021 and has held it in 23 quarters since.
  • Atticus Wealth Management's Global X NASDAQ-100 Covered Call ETF position peaked at $346K in Q2 2026.
  • 130 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q3 2026.

Based on Atticus Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.