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

Brass Tax 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 		$224K Hold
13,163
– – 0.04% 222
2025
Q2 		$220K Sell
13,163
-1,096
-8% -$17.9K 0.04% 215
2025
Q1 		$237K Hold
14,259
– – 0.05% 188
2024
Q4 		$260K Buy
+14,259
New +$260K 0.05% 169

Other funds holding QYLD

GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
NAM
Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Brass Tax Wealth Management's QYLD Position: Q3 2025 in Review

Brass Tax Wealth Management held its Global X NASDAQ-100 Covered Call ETF (QYLD) position steady in Q3 2025 at 13,163 shares worth $224K. The position accounts for 0.04% of the portfolio, ranked #222.

Brass Tax Wealth Management first reported a position in QYLD in Q4 2024 and has held it in 4 quarters since. The position peaked at $260K in Q4 2024. 410 funds tracked by Wall St. Rank hold QYLD as of Q3 2025.

  • Brass Tax Wealth Management held 13,163 shares of Global X NASDAQ-100 Covered Call ETF worth $224K as of Q3 2025.
  • Brass Tax Wealth Management left its Global X NASDAQ-100 Covered Call ETF share count unchanged in Q3 2025.
  • Global X NASDAQ-100 Covered Call ETF made up 0.04% of Brass Tax Wealth Management's portfolio in Q3 2025, its #222 holding.
  • Brass Tax Wealth Management first reported a position in Global X NASDAQ-100 Covered Call ETF in Q4 2024 and has held it in 4 quarters since.
  • Brass Tax Wealth Management's Global X NASDAQ-100 Covered Call ETF position peaked at $260K in Q4 2024.
  • 410 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q3 2025.

Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.