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

Crewe 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	$2.72K	Buy	147 +4	+3%	+$72	﹤0.01%	967
2026 Q1	$2.45K	Buy	143 +4	+3%	+$70	﹤0.01%	885
2025 Q4	$2.45K	Buy	139 +4	+3%	+$70	﹤0.01%	843
2025 Q3	$2.29K	Sell	135 -19	-12%	-$319	﹤0.01%	829
2025 Q2	$2.57K	Sell	154 -47	-23%	-$768	﹤0.01%	568
2025 Q1	$3.35K	Sell	201 -3	-1%	-$54	﹤0.01%	516
2024 Q4	$3.73K	Sell	204 -1,508	-88%	-$27.5K	﹤0.01%	496
2024 Q3	$30.9K	Buy	1,712 +1,468	+602%	+$25.9K	﹤0.01%	352
2024 Q2	$4.31K	Buy	244 +175	+254%	+$3.09K	﹤0.01%	824
2024 Q1	$1.24K	Hold	69	–	–	﹤0.01%	874
2023 Q4	$1.2K	Hold	69	–	–	﹤0.01%	314
2023 Q3	$1.16K	Buy	+69	New	+$1.21K	﹤0.01%	348

Other funds holding QYLD

GXJ

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Crewe Advisors's QYLD Position: Q2 2026 in Review

Crewe Advisors increased its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 2.8% in Q2 2026, buying an estimated $72 and bringing the position to 147 shares worth $2.72K. The position accounts for ﹤0.01% of the portfolio, ranked #967.

Crewe Advisors first reported a position in QYLD in Q3 2023 and has held it in 12 quarters since. The position peaked at $30.9K in Q3 2024. 429 funds tracked by Wall St. Rank hold QYLD as of Q2 2026.

Crewe Advisors held 147 shares of Global X NASDAQ-100 Covered Call ETF worth $2.72K as of Q2 2026.
Crewe Advisors bought 4 Global X NASDAQ-100 Covered Call ETF shares in Q2 2026, an estimated $72.
Global X NASDAQ-100 Covered Call ETF made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #967 holding.
Crewe Advisors first reported a position in Global X NASDAQ-100 Covered Call ETF in Q3 2023 and has held it in 12 quarters since.
Crewe Advisors's Global X NASDAQ-100 Covered Call ETF position peaked at $30.9K in Q3 2024.
429 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.