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Clear Creek Financial Management’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Clear Creek Financial Management’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 		– Sell
-37,372
Closed -$636K – 609
2025
Q3 		$636K Sell
37,372
-25,154
-40% -$422K 0.06% 320
2025
Q2 		$1.05M Buy
62,526
+3,317
+6% +$54.2K 0.1% 211
2025
Q1 		$985K Sell
59,209
-7,475
-11% -$134K 0.1% 191
2024
Q4 		$1.21M Sell
66,684
-10,228
-13% -$187K 0.13% 155
2024
Q3 		$1.39M Sell
76,912
-2,447
-3% -$43.2K 0.16% 126
2024
Q2 		$1.4M Buy
79,359
+1,140
+1% +$20.1K 0.17% 117
2024
Q1 		$1.4M Buy
78,219
+5,505
+8% +$97.6K 0.18% 110
2023
Q4 		$1.26M Sell
72,714
-4,328
-6% -$73.8K 0.2% 95
2023
Q3 		$1.29M Buy
77,042
+3,535
+5% +$62K 0.23% 83
2023
Q2 		$1.3M Buy
73,507
+10,756
+17% +$188K 0.23% 83
2023
Q1 		$1.08M Buy
62,751
+8,760
+16% +$146K 0.2% 92
2022
Q4 		$859K Buy
53,991
+3,251
+6% +$52.5K 0.19% 106
2022
Q3 		$795K Buy
50,740
+1,854
+4% +$32.5K 0.18% 102
2022
Q2 		$854K Buy
48,886
+3,264
+7% +$61.5K 0.18% 105
2022
Q1 		$957K Buy
45,622
+11,534
+34% +$238K 0.15% 125
2021
Q4 		$756K Buy
34,088
+4,277
+14% +$96.5K 0.11% 144
2021
Q3 		$658K Buy
29,811
+5,672
+23% +$129K 0.11% 165
2021
Q2 		$541K Buy
+24,139
New +$540K 0.08% 176
2021
Q1 		– Sell
-14,072
Closed -$320K – 210
2020
Q4 		$320K Buy
+14,072
New +$311K 0.06% 231

Other funds holding QYLD

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
NAM
Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Clear Creek Financial Management's QYLD Position: Q4 2025 in Review

Clear Creek Financial Management sold out of Global X NASDAQ-100 Covered Call ETF (QYLD) in Q4 2025, closing a stake of 37,372 shares — an estimated $636K sold.

Clear Creek Financial Management first reported a position in QYLD in Q4 2020 and held it in 19 quarters. The position peaked at $1.4M in Q2 2024. 428 funds tracked by Wall St. Rank hold QYLD as of Q4 2025.

  • Clear Creek Financial Management reported no remaining Global X NASDAQ-100 Covered Call ETF position as of Q4 2025 after selling out during the quarter.
  • Clear Creek Financial Management sold 37,372 Global X NASDAQ-100 Covered Call ETF shares in Q4 2025, an estimated $636K.
  • Clear Creek Financial Management first reported a position in Global X NASDAQ-100 Covered Call ETF in Q4 2020 and held it in 19 quarters.
  • Clear Creek Financial Management's Global X NASDAQ-100 Covered Call ETF position peaked at $1.4M in Q2 2024.
  • 428 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q4 2025.

Based on Clear Creek Financial Management's 13F filing for Q4 2025, filed 23 Jan 2026.