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

Bartlett & Co 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
2025 Q3	–	Sell	-1,542	Closed	-$25.8K	–	1265
2025 Q2	$25.8K	Buy	+1,542	New	+$25.2K	﹤0.01%	771
2024 Q1	–	Sell	-250	Closed	-$4.38K	–	1196
2023 Q4	$4.38K	Hold	250	–	–	﹤0.01%	1093
2023 Q3	$4.19K	Hold	250	–	–	﹤0.01%	1012
2023 Q2	$4.44K	Hold	250	–	–	﹤0.01%	999
2023 Q1	$4.29K	Hold	250	–	–	﹤0.01%	917
2022 Q4	$4.02K	Hold	250	–	–	﹤0.01%	946
2022 Q3	$3.92K	Hold	250	–	–	﹤0.01%	963
2022 Q2	$4.37K	Hold	250	–	–	﹤0.01%	1043
2022 Q1	$5.24K	Buy	+250	New	+$5.16K	﹤0.01%	912

Other funds holding QYLD

GXJ

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

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

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

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

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

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

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

Bartlett & Co Wealth Management's QYLD Position: Q3 2025 in Review

Bartlett & Co Wealth Management sold out of Global X NASDAQ-100 Covered Call ETF (QYLD) in Q3 2025, closing a stake of 1,542 shares — an estimated $25.8K sold.

Bartlett & Co Wealth Management first reported a position in QYLD in Q1 2022 and held it in 9 quarters. The position peaked at $25.8K in Q2 2025. 410 funds tracked by Wall St. Rank hold QYLD as of Q3 2025.

Bartlett & Co Wealth Management reported no remaining Global X NASDAQ-100 Covered Call ETF position as of Q3 2025 after selling out during the quarter.
Bartlett & Co Wealth Management sold 1,542 Global X NASDAQ-100 Covered Call ETF shares in Q3 2025, an estimated $25.8K.
Bartlett & Co Wealth Management first reported a position in Global X NASDAQ-100 Covered Call ETF in Q1 2022 and held it in 9 quarters.
Bartlett & Co Wealth Management's Global X NASDAQ-100 Covered Call ETF position peaked at $25.8K in Q2 2025.
410 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q3 2025.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2025, filed 9 Oct 2025.