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

DHJJ Financial 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 		$1.03K Hold
60
– – ﹤0.01% 812
2025
Q4 		$1.06K Hold
60
– – ﹤0.01% 773
2025
Q3 		$1.02K Hold
60
– – ﹤0.01% 756
2025
Q2 		$1K Sell
60
-2,406
-98% -$39.3K ﹤0.01% 736
2025
Q1 		$41K Hold
2,466
– – 0.02% 338
2024
Q4 		$44.9K Hold
2,466
– – 0.02% 318
2024
Q3 		$44.5K Sell
2,466
-7
-0.3% -$124 0.02% 320
2024
Q2 		$43.7K Buy
2,473
+2,406
+3,591% +$42.5K 0.02% 291
2024
Q1 		$1.2K Hold
67
– – ﹤0.01% 571
2023
Q4 		$1.16K Hold
67
– – ﹤0.01% 567
2023
Q3 		$1.12K Buy
+67
New +$1.18K ﹤0.01% 570

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