Biltmore Family Office’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Biltmore Family Office’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 Q1	$100K	Buy	5,839 +168	+3%	+$2.96K	0.01%	259
2025 Q4	$100K	Buy	5,671 +5,521	+3,681%	+$96.1K	0.01%	248
2025 Q3	$2.55K	Sell	150 -600	-80%	-$10.1K	﹤0.01%	278
2025 Q2	$12.5K	Sell	750 -750	-50%	-$12.3K	﹤0.01%	263
2025 Q1	$24.9K	Sell	1,500 -500	-25%	-$8.97K	﹤0.01%	239
2024 Q4	$37.1K	Buy	2,000 +1,500	+300%	+$27.4K	0.01%	233
2024 Q3	$9.02K	Hold	500	–	–	﹤0.01%	255
2024 Q2	$8.92K	Hold	500	–	–	﹤0.01%	232
2024 Q1	$8.96K	Buy	+500	New	+$8.86K	﹤0.01%	222
2022 Q4	–	Sell	-375	Closed	-$6K	–	263
2022 Q3	$6K	Sell	375 -125	-25%	-$2.19K	﹤0.01%	201
2022 Q2	$9K	Hold	500	–	–	﹤0.01%	196
2022 Q1	$10K	Hold	500	–	–	﹤0.01%	203
2021 Q4	$11K	Hold	500	–	–	﹤0.01%	220
2021 Q3	$11K	Sell	500 -250	-33%	-$5.67K	﹤0.01%	197
2021 Q2	$17K	Buy	+750	New	+$16.8K	﹤0.01%	177

Other funds holding QYLD

GXJ

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

FWM

Foguth Wealth Management Brighton, Michigan $857M AUM

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

Biltmore Family Office's QYLD Position: Q1 2026 in Review

Biltmore Family Office increased its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 3% in Q1 2026, buying an estimated $2.96K and bringing the position to 5,839 shares worth $100K. The position accounts for 0.01% of the portfolio, ranked #259.

Biltmore Family Office first reported a position in QYLD in Q2 2021 and has held it in 15 quarters since. The position peaked at $100K in Q4 2025. 433 funds tracked by Wall St. Rank hold QYLD as of Q1 2026.

Biltmore Family Office held 5,839 shares of Global X NASDAQ-100 Covered Call ETF worth $100K as of Q1 2026.
Biltmore Family Office bought 168 Global X NASDAQ-100 Covered Call ETF shares in Q1 2026, an estimated $2.96K.
Global X NASDAQ-100 Covered Call ETF made up 0.01% of Biltmore Family Office's portfolio in Q1 2026, its #259 holding.
Biltmore Family Office first reported a position in Global X NASDAQ-100 Covered Call ETF in Q2 2021 and has held it in 15 quarters since.
Biltmore Family Office's Global X NASDAQ-100 Covered Call ETF position peaked at $100K in Q4 2025.
433 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q1 2026.

Based on Biltmore Family Office's 13F filing for Q1 2026, filed 11 May 2026.