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

Birchcreek 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 Q1	–	Sell	-10,386	Closed	-$189K	–	121
2024 Q4	$189K	Sell	10,386 -610	-6%	-$11.1K	0.12%	119
2024 Q3	$198K	Sell	10,996 -290	-3%	-$5.12K	0.13%	115
2024 Q2	$199K	Buy	11,286 +270	+2%	+$4.77K	0.11%	149
2024 Q1	$197K	Buy	11,016 +60	+0.5%	+$1.06K	0.1%	154
2023 Q4	$190K	Sell	10,956 -526	-5%	-$8.96K	0.11%	135
2023 Q3	$193K	Buy	+11,482	New	+$201K	0.13%	130

Other funds holding QYLD

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

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

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

NAM

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

Birchcreek Wealth Management's QYLD Position: Q1 2025 in Review

Birchcreek Wealth Management sold out of Global X NASDAQ-100 Covered Call ETF (QYLD) in Q1 2025, closing a stake of 10,386 shares — an estimated $189K sold.

Birchcreek Wealth Management first reported a position in QYLD in Q3 2023 and held it in 6 quarters. The position peaked at $199K in Q2 2024. 433 funds tracked by Wall St. Rank hold QYLD as of Q1 2025.

Birchcreek Wealth Management reported no remaining Global X NASDAQ-100 Covered Call ETF position as of Q1 2025 after selling out during the quarter.
Birchcreek Wealth Management sold 10,386 Global X NASDAQ-100 Covered Call ETF shares in Q1 2025, an estimated $189K.
Birchcreek Wealth Management first reported a position in Global X NASDAQ-100 Covered Call ETF in Q3 2023 and held it in 6 quarters.
Birchcreek Wealth Management's Global X NASDAQ-100 Covered Call ETF position peaked at $199K in Q2 2024.
433 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q1 2025.

Based on Birchcreek Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.