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Coldstream Capital Management’s Global X Nasdaq 100 Covered Call & Growth ETF QYLG Stock Holding History

Coldstream Capital Management’s Portfolio QYLG Stock Details QYLG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-201
Closed -$5.17K – 2811
2025
Q1 		$5.17K Buy
+201
New +$5.58K ﹤0.01% 2682

Other funds holding QYLG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CFS
Compass Financial Services West Des Moines, Iowa $268M AUM 17.94% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CMMS
Comprehensive Money Management Services Coral Gables, Florida $152M AUM 20.08% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Coldstream Capital Management's QYLG Position: Q2 2025 in Review

Coldstream Capital Management sold out of Global X Nasdaq 100 Covered Call & Growth ETF (QYLG) in Q2 2025, closing a stake of 201 shares — an estimated $5.17K sold.

Coldstream Capital Management first reported a position in QYLG in Q1 2025 and held it in 1 quarter. The position peaked at $5.17K in Q1 2025. 33 funds tracked by Wall St. Rank hold QYLG as of Q2 2025.

  • Coldstream Capital Management reported no remaining Global X Nasdaq 100 Covered Call & Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 201 Global X Nasdaq 100 Covered Call & Growth ETF shares in Q2 2025, an estimated $5.17K.
  • Coldstream Capital Management first reported a position in Global X Nasdaq 100 Covered Call & Growth ETF in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's Global X Nasdaq 100 Covered Call & Growth ETF position peaked at $5.17K in Q1 2025.
  • 33 funds tracked by Wall St. Rank held Global X Nasdaq 100 Covered Call & Growth ETF as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.