Coppell Advisory Solutions’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Coppell Advisory Solutions’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 Q1	–	Sell	-821	Closed	-$15K	–	1493
2024 Q4	$15K	Buy	821 +14	+2%	+$256	﹤0.01%	966
2024 Q3	$14.5K	Sell	807 -89	-10%	-$1.57K	﹤0.01%	974
2024 Q2	$15.8K	Buy	+896	New	+$15.8K	﹤0.01%	870
2023 Q4	$26.1K	Sell	1,508 -9	-0.6%	-$153	0.01%	657
2023 Q3	$24.1K	Buy	1,517 +2	+0.1%	+$35	0.01%	464
2023 Q2	$26.6K	Buy	+1,515	New	+$26.4K	0.01%	507
2023 Q1	–	Sell	-1,517	Closed	-$24.1K	–	859
2022 Q4	$24.1K	Buy	+1,517	New	+$24.5K	0.01%	470

Other funds holding QYLD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GXJ

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Coppell Advisory Solutions's QYLD Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Global X NASDAQ-100 Covered Call ETF (QYLD) in Q1 2025, closing a stake of 821 shares — an estimated $15K sold.

Coppell Advisory Solutions first reported a position in QYLD in Q4 2022 and held it in 7 quarters. The position peaked at $26.6K in Q2 2023. 433 funds tracked by Wall St. Rank hold QYLD as of Q1 2025.

Coppell Advisory Solutions reported no remaining Global X NASDAQ-100 Covered Call ETF position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 821 Global X NASDAQ-100 Covered Call ETF shares in Q1 2025, an estimated $15K.
Coppell Advisory Solutions first reported a position in Global X NASDAQ-100 Covered Call ETF in Q4 2022 and held it in 7 quarters.
Coppell Advisory Solutions's Global X NASDAQ-100 Covered Call ETF position peaked at $26.6K in Q2 2023.
433 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.