CIAS
QYLD icon

Capital Investment Advisory Services’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Capital Investment Advisory Services’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 		$58.8K Sell
3,426
-190
-5% -$3.34K ﹤0.01% 833
2025
Q4 		$63.9K Hold
3,616
– – ﹤0.01% 781
2025
Q3 		$61.5K Sell
3,616
-91
-2% -$1.53K ﹤0.01% 740
2025
Q2 		$62K Buy
3,707
+630
+20% +$10.3K 0.01% 719
2025
Q1 		$51.2K Sell
3,077
-4,061
-57% -$72.9K ﹤0.01% 705
2024
Q4 		$130K Sell
7,138
-175,896
-96% -$3.21M 0.01% 535
2024
Q3 		$3.3M Buy
183,034
+5,452
+3% +$96.3K 0.31% 76
2024
Q2 		$3.14M Buy
177,582
+13,792
+8% +$244K 0.32% 75
2024
Q1 		$2.93M Buy
163,790
+31,933
+24% +$566K 0.31% 77
2023
Q4 		$2.29M Buy
131,857
+3,007
+2% +$51.2K 0.21% 90
2023
Q3 		$2.16M Buy
128,850
+19,630
+18% +$344K 0.21% 81
2023
Q2 		$1.94M Buy
109,220
+20,148
+23% +$352K 0.19% 90
2023
Q1 		$1.53M Buy
89,072
+3,640
+4% +$60.7K 0.18% 107
2022
Q4 		$1.36M Buy
85,432
+697
+0.8% +$11.3K 0.16% 124
2022
Q3 		$1.33M Sell
84,735
-2,625
-3% -$46.1K 0.17% 113
2022
Q2 		$1.53M Sell
87,360
-4,369
-5% -$82.3K 0.18% 106
2022
Q1 		$1.92M Buy
91,729
+543
+0.6% +$11.2K 0.21% 91
2021
Q4 		$2.02M Buy
91,186
+7,513
+9% +$170K 0.24% 91
2021
Q3 		$1.85M Buy
83,673
+28,134
+51% +$638K 0.23% 91
2021
Q2 		$1.25M Buy
55,539
+9,094
+20% +$203K 0.16% 128
2021
Q1 		$1.05M Buy
46,445
+1,710
+4% +$39K 0.15% 141
2020
Q4 		$1.02M Buy
44,735
+2,028
+5% +$44.9K 0.15% 141
2020
Q3 		$921K Buy
+42,707
New +$922K 0.17% 123

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

Capital Investment Advisory Services's QYLD Position: Q1 2026 in Review

Capital Investment Advisory Services reduced its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 5.3% in Q1 2026, selling an estimated $3.34K and leaving 3,426 shares worth $58.8K. The position accounts for ﹤0.01% of the portfolio, ranked #833.

Capital Investment Advisory Services first reported a position in QYLD in Q3 2020 and has held it in 23 quarters since. The position peaked at $3.3M in Q3 2024. 433 funds tracked by Wall St. Rank hold QYLD as of Q1 2026.

  • Capital Investment Advisory Services held 3,426 shares of Global X NASDAQ-100 Covered Call ETF worth $58.8K as of Q1 2026.
  • Capital Investment Advisory Services sold 190 Global X NASDAQ-100 Covered Call ETF shares in Q1 2026, an estimated $3.34K.
  • Global X NASDAQ-100 Covered Call ETF made up ﹤0.01% of Capital Investment Advisory Services's portfolio in Q1 2026, its #833 holding.
  • Capital Investment Advisory Services first reported a position in Global X NASDAQ-100 Covered Call ETF in Q3 2020 and has held it in 23 quarters since.
  • Capital Investment Advisory Services's Global X NASDAQ-100 Covered Call ETF position peaked at $3.3M in Q3 2024.
  • 433 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q1 2026.

Based on Capital Investment Advisory Services's 13F filing for Q1 2026, filed 5 May 2026.