CIBC Private Wealth Group
QYLD icon

CIBC Private Wealth Group’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

CIBC Private Wealth Group’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
Q4 		$140K Sell
7,913
-5,953
-43% -$104K ﹤0.01% 1362
2025
Q3 		$236K Sell
13,866
-6,178
-31% -$104K ﹤0.01% 1112
2025
Q2 		$335K Buy
20,044
+12,768
+175% +$209K ﹤0.01% 938
2025
Q1 		$109K Buy
7,276
+319
+5% +$5.72K ﹤0.01% 1323
2024
Q4 		$128K Buy
6,957
+586
+9% +$10.7K ﹤0.01% 1329
2024
Q3 		$115K Buy
6,371
+189
+3% +$3.34K ﹤0.01% 1416
2024
Q2 		$111K Buy
6,182
+173
+3% +$3.06K ﹤0.01% 1360
2024
Q1 		$108K Buy
+6,009
New +$107K ﹤0.01% 1364
2022
Q2 		– Sell
-98,813
Closed -$2.07M – 1276
2022
Q1 		$2.07M Buy
98,813
+465
+0.5% +$9.6K ﹤0.01% 516
2021
Q4 		$2.18M Buy
98,348
+47,982
+95% +$1.08M ﹤0.01% 511
2021
Q3 		$1.11M Hold
50,366
– – ﹤0.01% 605
2021
Q2 		$1.13M Buy
50,366
+1,000
+2% +$22.4K ﹤0.01% 637
2021
Q1 		$1.11M Hold
49,366
– – ﹤0.01% 648
2020
Q4 		$1.13M Buy
49,366
+6,000
+14% +$133K ﹤0.01% 611
2020
Q3 		$935K Buy
+43,366
New +$936K ﹤0.01% 566
2020
Q2 		– Sell
-43,366
Closed -$836K – 760
2020
Q1 		$836K Buy
+43,366
New +$965K ﹤0.01% 535
2018
Q3 		– Sell
-50
Closed -$1K – 1542
2018
Q2 		$1K Hold
50
– – ﹤0.01% 1908
2018
Q1 		$1K Hold
50
– – ﹤0.01% 1874
2017
Q4 		$1K Buy
+50
New +$1.22K ﹤0.01% 1880

Other funds holding QYLD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

CIBC Private Wealth Group's QYLD Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 43% in Q4 2025, selling an estimated $104K and leaving 7,913 shares worth $140K. The position accounts for ﹤0.01% of the portfolio, ranked #1362.

CIBC Private Wealth Group first reported a position in QYLD in Q4 2017 and has held it in 19 quarters since. The position peaked at $2.18M in Q4 2021. 430 funds tracked by Wall St. Rank hold QYLD as of Q4 2025.

  • CIBC Private Wealth Group held 7,913 shares of Global X NASDAQ-100 Covered Call ETF worth $140K as of Q4 2025.
  • CIBC Private Wealth Group sold 5,953 Global X NASDAQ-100 Covered Call ETF shares in Q4 2025, an estimated $104K.
  • Global X NASDAQ-100 Covered Call ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1362 holding.
  • CIBC Private Wealth Group first reported a position in Global X NASDAQ-100 Covered Call ETF in Q4 2017 and has held it in 19 quarters since.
  • CIBC Private Wealth Group's Global X NASDAQ-100 Covered Call ETF position peaked at $2.18M in Q4 2021.
  • 430 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.