Blue Chip Partners’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Blue Chip Partners’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	$1.82M	Buy	106,227 +25,897	+32%	+$456K	0.13%	64
2025 Q4	$1.42M	Sell	80,330 -6,748	-8%	-$117K	0.1%	74
2025 Q3	$1.48M	Buy	87,078 +18,425	+27%	+$309K	0.11%	67
2025 Q2	$1.15M	Buy	68,653 +1,008	+1%	+$16.5K	0.09%	76
2025 Q1	$1.12M	Buy	67,645 +2,389	+4%	+$42.9K	0.1%	79
2024 Q4	$1.19M	Buy	65,256 +1,220	+2%	+$22.3K	0.1%	83
2024 Q3	$1.16M	Buy	64,036 +2,921	+5%	+$51.6K	0.1%	74
2024 Q2	$1.08M	Buy	61,115 +6,993	+13%	+$123K	0.1%	73
2024 Q1	$969K	Buy	54,122 +677	+1%	+$12K	0.09%	76
2023 Q4	$927K	Buy	53,445 +10,370	+24%	+$177K	0.1%	75
2023 Q3	$722K	Sell	43,075 -627,357	-94%	-$11M	0.09%	76
2023 Q2	$11.9M	Buy	670,432 +68,857	+11%	+$1.2M	1.35%	34
2023 Q1	$10.3M	Buy	601,575 +192,528	+47%	+$3.21M	1.22%	35
2022 Q4	$6.51M	Buy	409,047 +391,773	+2,268%	+$6.33M	0.81%	38
2022 Q3	$271K	Sell	17,274 -10,094	-37%	-$177K	0.04%	108
2022 Q2	$478K	Buy	27,368 +10,103	+59%	+$190K	0.06%	92
2022 Q1	$362K	Buy	17,265 +5	+0%	+$103	0.05%	105
2021 Q4	$383K	Buy	+17,260	New	+$390K	0.05%	109

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

Blue Chip Partners's QYLD Position: Q1 2026 in Review

Blue Chip Partners increased its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 32% in Q1 2026, buying an estimated $456K and bringing the position to 106,227 shares worth $1.82M. The position accounts for 0.13% of the portfolio, ranked #64.

Blue Chip Partners first reported a position in QYLD in Q4 2021 and has held it in 18 quarters since. The position peaked at $11.9M in Q2 2023. 433 funds tracked by Wall St. Rank hold QYLD as of Q1 2026.

Blue Chip Partners held 106,227 shares of Global X NASDAQ-100 Covered Call ETF worth $1.82M as of Q1 2026.
Blue Chip Partners bought 25,897 Global X NASDAQ-100 Covered Call ETF shares in Q1 2026, an estimated $456K.
Global X NASDAQ-100 Covered Call ETF made up 0.13% of Blue Chip Partners's portfolio in Q1 2026, its #64 holding.
Blue Chip Partners first reported a position in Global X NASDAQ-100 Covered Call ETF in Q4 2021 and has held it in 18 quarters since.
Blue Chip Partners's Global X NASDAQ-100 Covered Call ETF position peaked at $11.9M in Q2 2023.
433 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q1 2026.

Based on Blue Chip Partners's 13F filing for Q1 2026, filed 15 May 2026.