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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
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 0.1% 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 $1.95B AUM 31.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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 $501B AUM 22.01% 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 $431B AUM 30.22% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $857M AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return