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

Castleview 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
2025 Q1	–	Sell	-676	Closed	-$12.3K	–	465
2024 Q4	$12.3K	Buy	+676	New	+$12.3K	0.01%	551
2023 Q3	–	Sell	-985	Closed	-$17.5K	–	752
2023 Q2	$17.5K	Buy	985 +29	+3%	+$506	0.02%	374
2023 Q1	$16.4K	Buy	956 +37	+4%	+$617	0.01%	363
2022 Q4	$14.6K	Buy	919 +658	+252%	+$10.6K	0.01%	322
2022 Q3	$4K	Buy	+261	New	+$4.58K	﹤0.01%	479
2021 Q2	$375K	Buy	+16,697	New	+$373K	0.16%	128

Other funds holding QYLD

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

Castleview Partners's QYLD Position: Q1 2025 in Review

Castleview Partners sold out of Global X NASDAQ-100 Covered Call ETF (QYLD) in Q1 2025, closing a stake of 676 shares — an estimated $12.3K sold.

Castleview Partners first reported a position in QYLD in Q2 2021 and held it in 6 quarters. The position peaked at $375K in Q2 2021. 433 funds tracked by Wall St. Rank hold QYLD as of Q1 2025.

Castleview Partners reported no remaining Global X NASDAQ-100 Covered Call ETF position as of Q1 2025 after selling out during the quarter.
Castleview Partners sold 676 Global X NASDAQ-100 Covered Call ETF shares in Q1 2025, an estimated $12.3K.
Castleview Partners first reported a position in Global X NASDAQ-100 Covered Call ETF in Q2 2021 and held it in 6 quarters.
Castleview Partners's Global X NASDAQ-100 Covered Call ETF position peaked at $375K in Q2 2021.
433 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.