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

Concord Wealth 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
2026 Q3	–	Sell	-286	Closed	-$5.27K	–	877
2026 Q2	$5.27K	Buy	+286	New	+$5.12K	﹤0.01%	653
2024 Q1	–	Sell	-1,089	Closed	-$18.9K	–	895
2023 Q4	$18.9K	Hold	1,089	–	–	﹤0.01%	487
2023 Q3	$18.3K	Hold	1,089	–	–	﹤0.01%	521
2023 Q2	$19.3K	Hold	1,089	–	–	﹤0.01%	510
2023 Q1	$18.7K	Hold	1,089	–	–	0.01%	500
2022 Q4	$17.3K	Buy	+1,089	New	+$17.6K	0.01%	546
2022 Q3	–	Sell	-1,712	Closed	-$30K	–	897
2022 Q2	$30K	Hold	1,712	–	–	0.01%	454
2022 Q1	$36K	Buy	1,712 +687	+67%	+$14.2K	0.01%	491
2021 Q4	$23K	Buy	+1,025	New	+$23.1K	0.01%	616

Other funds holding QYLD

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.46B AUM 38.43% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Quadrature Capital London, United Kingdom $16.1B AUM 61.25% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

HUB Investment Partners Austin, Texas $5.8B AUM 24.38% 1-Year Est. Return

Sims Investment Management Cincinnati, Ohio $320M AUM 14.23% 1-Year Est. Return

Concord Wealth Partners's QYLD Position: Q3 2026 in Review

Concord Wealth Partners sold out of Global X NASDAQ-100 Covered Call ETF (QYLD) in Q3 2026, closing a stake of 286 shares — an estimated $5.27K sold.

Concord Wealth Partners first reported a position in QYLD in Q4 2021 and held it in 9 quarters. The position peaked at $36K in Q1 2022. 367 funds tracked by Wall St. Rank hold QYLD as of Q3 2026.

Concord Wealth Partners reported no remaining Global X NASDAQ-100 Covered Call ETF position as of Q3 2026 after selling out during the quarter.
Concord Wealth Partners sold 286 Global X NASDAQ-100 Covered Call ETF shares in Q3 2026, an estimated $5.27K.
Concord Wealth Partners first reported a position in Global X NASDAQ-100 Covered Call ETF in Q4 2021 and held it in 9 quarters.
Concord Wealth Partners's Global X NASDAQ-100 Covered Call ETF position peaked at $36K in Q1 2022.
367 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q3 2026.

Based on Concord Wealth Partners's 13F filing for Q3 2026, filed 2 Nov 2026.