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

BlackDiamond 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
Q1 		$216K Buy
12,620
+8
+0.1% +$141 0.1% 190
2025
Q4 		$224K Buy
12,612
+17
+0.1% +$296 0.11% 182
2025
Q3 		$214K Sell
12,595
-1,950
-13% -$32.8K 0.12% 162
2025
Q2 		$243K Sell
14,545
-109
-0.7% -$1.78K 0.14% 142
2025
Q1 		$240K Buy
+14,654
New +$263K 0.16% 124

Other funds holding QYLD

GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Carson Wealth (CWM LLC)
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BlackDiamond Wealth Management's QYLD Position: Q1 2026 in Review

BlackDiamond Wealth Management increased its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 0.06% in Q1 2026, buying an estimated $141 and bringing the position to 12,620 shares worth $216K. The position accounts for 0.1% of the portfolio, ranked #190.

BlackDiamond Wealth Management first reported a position in QYLD in Q1 2025 and has held it in 5 quarters since. The position peaked at $243K in Q2 2025. 433 funds tracked by Wall St. Rank hold QYLD as of Q1 2026.

  • BlackDiamond Wealth Management held 12,620 shares of Global X NASDAQ-100 Covered Call ETF worth $216K as of Q1 2026.
  • BlackDiamond Wealth Management bought 8 Global X NASDAQ-100 Covered Call ETF shares in Q1 2026, an estimated $141.
  • Global X NASDAQ-100 Covered Call ETF made up 0.1% of BlackDiamond Wealth Management's portfolio in Q1 2026, its #190 holding.
  • BlackDiamond Wealth Management first reported a position in Global X NASDAQ-100 Covered Call ETF in Q1 2025 and has held it in 5 quarters since.
  • BlackDiamond Wealth Management's Global X NASDAQ-100 Covered Call ETF position peaked at $243K in Q2 2025.
  • 433 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q1 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.