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Capital Wealth Planning’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Capital Wealth Planning’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
Q2 		– Sell
-80,712
Closed -$1.34M – 150
2025
Q1 		$1.34M Buy
+80,712
New +$1.45M 0.01% 93

Other funds holding QYLD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NAM
Nissay Asset Management Tokyo, Japan $23.7B AUM 45.95% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Capital Wealth Planning's QYLD Position: Q2 2025 in Review

Capital Wealth Planning sold out of Global X NASDAQ-100 Covered Call ETF (QYLD) in Q2 2025, closing a stake of 80,712 shares — an estimated $1.34M sold.

Capital Wealth Planning first reported a position in QYLD in Q1 2025 and held it in 1 quarter. The position peaked at $1.34M in Q1 2025. 409 funds tracked by Wall St. Rank hold QYLD as of Q2 2025.

  • Capital Wealth Planning reported no remaining Global X NASDAQ-100 Covered Call ETF position as of Q2 2025 after selling out during the quarter.
  • Capital Wealth Planning sold 80,712 Global X NASDAQ-100 Covered Call ETF shares in Q2 2025, an estimated $1.34M.
  • Capital Wealth Planning first reported a position in Global X NASDAQ-100 Covered Call ETF in Q1 2025 and held it in 1 quarter.
  • Capital Wealth Planning's Global X NASDAQ-100 Covered Call ETF position peaked at $1.34M in Q1 2025.
  • 409 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q2 2025.

Based on Capital Wealth Planning's 13F filing for Q2 2025, filed 7 Aug 2025.