Carolinas Wealth Consulting’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Carolinas Wealth Consulting’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	-4,475	Closed	-$74.4K	–	729
2025 Q1	$74.4K	Hold	4,475	–	–	0.02%	291
2024 Q4	$81.5K	Hold	4,475	–	–	0.02%	284
2024 Q3	$80.7K	Hold	4,475	–	–	0.01%	296
2024 Q2	$79.8K	Hold	4,475	–	–	0.02%	292
2024 Q1	$80.1K	Hold	4,475	–	–	0.02%	305
2023 Q4	$78.3K	Hold	4,475	–	–	0.02%	271
2023 Q3	$74.3K	Hold	4,475	–	–	0.02%	256
2023 Q2	$79.4K	Hold	4,475	–	–	0.02%	292
2023 Q1	$76.7K	Hold	4,475	–	–	0.02%	299
2022 Q4	$71.9K	Hold	4,475	–	–	0.02%	307
2022 Q3	$70K	Hold	4,475	–	–	0.02%	283
2022 Q2	$78K	Hold	4,475	–	–	0.02%	277
2022 Q1	$94K	Hold	4,475	–	–	0.02%	260
2021 Q4	$99K	Hold	4,475	–	–	0.02%	264
2021 Q3	$99K	Buy	4,475 +2,916	+187%	+$66.1K	0.02%	246
2021 Q2	$35K	Buy	+1,559	New	+$34.9K	0.01%	412

Other funds holding QYLD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GXJ

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 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

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Carolinas Wealth Consulting's QYLD Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Global X NASDAQ-100 Covered Call ETF (QYLD) in Q2 2025, closing a stake of 4,475 shares — an estimated $74.4K sold.

Carolinas Wealth Consulting first reported a position in QYLD in Q2 2021 and held it in 16 quarters. The position peaked at $99K in Q4 2021. 409 funds tracked by Wall St. Rank hold QYLD as of Q2 2025.

Carolinas Wealth Consulting reported no remaining Global X NASDAQ-100 Covered Call ETF position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 4,475 Global X NASDAQ-100 Covered Call ETF shares in Q2 2025, an estimated $74.4K.
Carolinas Wealth Consulting first reported a position in Global X NASDAQ-100 Covered Call ETF in Q2 2021 and held it in 16 quarters.
Carolinas Wealth Consulting's Global X NASDAQ-100 Covered Call ETF position peaked at $99K in Q4 2021.
409 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.