DAS
QYLD icon

Diversify Advisory Services’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Diversify Advisory Services’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 		– Sell
-171,877
Closed -$3.07M – 697
2025
Q4 		$3.07M Buy
171,877
+222
+0.1% +$3.86K 0.1% 160
2025
Q3 		$3M Buy
171,655
+391
+0.2% +$6.57K 0.1% 157
2025
Q2 		$2.9M Buy
171,264
+127
+0.1% +$2.08K 0.11% 136
2025
Q1 		$2.79M Buy
171,137
+1,125
+0.7% +$20.2K 0.17% 95
2024
Q4 		$3.1M Buy
170,012
+781
+0.5% +$14.3K 0.17% 89
2024
Q3 		$3.07M Sell
169,231
-4,763
-3% -$84.1K 0.17% 109
2024
Q2 		$3.12M Buy
173,994
+2,352
+1% +$41.5K 0.17% 106
2024
Q1 		$3.08M Buy
+171,642
New +$3.04M 0.18% 121

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