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Concurrent Investment Advisors’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Concurrent Investment Advisors’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
Q2 		$4.33M Buy
234,940
+2,887
+1% +$51.7K 0.04% 475
2026
Q1 		$3.98M Buy
232,053
+8,197
+4% +$144K 0.04% 412
2025
Q4 		$3.96M Sell
223,856
-1,516
-0.7% -$26.4K 0.05% 385
2025
Q3 		$3.83M Sell
225,372
-10,375
-4% -$174K 0.07% 292
2025
Q2 		$3.94M Sell
235,747
-7,305
-3% -$119K 0.08% 269
2025
Q1 		$4.04M Buy
243,052
+65,771
+37% +$1.18M 0.1% 226
2024
Q4 		$3.23M Buy
177,281
+95
+0.1% +$1.74K 0.09% 228
2024
Q3 		$3.2M Buy
177,186
+14,006
+9% +$247K 0.09% 222
2024
Q2 		$2.88M Buy
163,180
+11,484
+8% +$203K 0.09% 215
2024
Q1 		$2.72M Buy
151,696
+36,648
+32% +$650K 0.11% 194
2023
Q4 		$1.99M Buy
+115,048
New +$1.96M 0.09% 228

Other funds holding QYLD

GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Concurrent Investment Advisors's QYLD Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 1.2% in Q2 2026, buying an estimated $51.7K and bringing the position to 234,940 shares worth $4.33M. The position accounts for 0.04% of the portfolio, ranked #475.

Concurrent Investment Advisors first reported a position in QYLD in Q4 2023 and has held it in 11 quarters since. 430 funds tracked by Wall St. Rank hold QYLD as of Q2 2026.

  • Concurrent Investment Advisors held 234,940 shares of Global X NASDAQ-100 Covered Call ETF worth $4.33M as of Q2 2026.
  • Concurrent Investment Advisors bought 2,887 Global X NASDAQ-100 Covered Call ETF shares in Q2 2026, an estimated $51.7K.
  • Global X NASDAQ-100 Covered Call ETF made up 0.04% of Concurrent Investment Advisors's portfolio in Q2 2026, its #475 holding.
  • Concurrent Investment Advisors first reported a position in Global X NASDAQ-100 Covered Call ETF in Q4 2023 and has held it in 11 quarters since.
  • 430 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.