Avantax Advisory Services’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Avantax Advisory Services’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	$8.83M	Buy	528,084 +45,327	+9%	+$741K	0.05%	301
2025 Q1	$8.03M	Buy	482,757 +40,235	+9%	+$722K	0.05%	297
2024 Q4	$8.06M	Buy	442,522 +62,173	+16%	+$1.14M	0.05%	276
2024 Q3	$6.86M	Sell	380,349 -12,613	-3%	-$223K	0.05%	317
2024 Q2	$6.94M	Buy	392,962 +126,769	+48%	+$2.24M	0.05%	287
2024 Q1	$4.77M	Buy	266,193 +79,388	+42%	+$1.41M	0.04%	315
2023 Q4	$3.24M	Buy	186,805 +52,995	+40%	+$903K	0.03%	382
2023 Q3	$2.24M	Buy	133,810 +89,460	+202%	+$1.57M	0.03%	431
2023 Q2	$787K	Buy	44,350 +3,648	+9%	+$63.7K	0.01%	769
2023 Q1	$698K	Buy	40,702 +20,367	+100%	+$339K	0.01%	786
2022 Q4	$324K	Buy	20,335 +10,203	+101%	+$165K	﹤0.01%	1070
2022 Q3	$159K	Buy	+10,132	New	+$178K	﹤0.01%	1241

Other funds holding QYLD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GXJ

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Avantax Advisory Services's QYLD Position: Q2 2025 in Review

Avantax Advisory Services increased its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 9.4% in Q2 2025, buying an estimated $741K and bringing the position to 528,084 shares worth $8.83M. The position accounts for 0.05% of the portfolio, ranked #301.

Avantax Advisory Services first reported a position in QYLD in Q3 2022 and has held it in 12 quarters since. 409 funds tracked by Wall St. Rank hold QYLD as of Q2 2025.

Avantax Advisory Services held 528,084 shares of Global X NASDAQ-100 Covered Call ETF worth $8.83M as of Q2 2025.
Avantax Advisory Services bought 45,327 Global X NASDAQ-100 Covered Call ETF shares in Q2 2025, an estimated $741K.
Global X NASDAQ-100 Covered Call ETF made up 0.05% of Avantax Advisory Services's portfolio in Q2 2025, its #301 holding.
Avantax Advisory Services first reported a position in Global X NASDAQ-100 Covered Call ETF in Q3 2022 and has held it in 12 quarters since.
409 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.