Dynamic Advisor Solutions
QYLD icon

Dynamic Advisor Solutions’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Dynamic Advisor 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
2026
Q3 		$1.01M Sell
54,313
-2,469
-4% -$44.9K 0.03% 469
2026
Q2 		$1.05M Buy
56,782
+777
+1% +$13.9K 0.03% 481
2026
Q1 		$960K Buy
56,005
+4,353
+8% +$76.6K 0.03% 476
2025
Q4 		$913K Sell
51,652
-212,271
-80% -$3.69M 0.03% 479
2025
Q3 		$4.49M Sell
263,923
-22,754
-8% -$382K 0.13% 176
2025
Q2 		$4.79M Buy
286,677
+15,176
+6% +$248K 0.15% 167
2025
Q1 		$4.52M Sell
271,501
-10,916
-4% -$196K 0.15% 167
2024
Q4 		$5.15M Buy
282,417
+39,043
+16% +$713K 0.22% 110
2024
Q3 		$4.39M Buy
243,374
+9,536
+4% +$168K 0.13% 183
2024
Q2 		$4.13M Buy
233,838
+33,483
+17% +$591K 0.13% 190
2024
Q1 		$3.59M Buy
200,355
+8,576
+4% +$152K 0.12% 209
2023
Q4 		$3.29M Sell
191,779
-57,909
-23% -$987K 0.12% 209
2023
Q3 		$4.19M Sell
249,688
-39,188
-14% -$688K 0.2% 147
2023
Q2 		$5.13M Buy
288,876
+159,767
+124% +$2.79M 0.27% 111
2023
Q1 		$2.21M Buy
129,109
+19,858
+18% +$331K 0.13% 202
2022
Q4 		$1.74M Sell
109,251
-3,268
-3% -$52.8K 0.12% 193
2022
Q3 		$1.76M Sell
112,519
-26,359
-19% -$463K 0.13% 169
2022
Q2 		$2.43M Buy
138,878
+91,805
+195% +$1.73M 0.19% 134
2022
Q1 		$987K Buy
+47,073
New +$972K 0.07% 267
2020
Q2 		– Sell
-249,530
Closed -$4.81M – 582
2020
Q1 		$4.81M Buy
+249,530
New +$5.55M 0.88% 16

Other funds holding QYLD

SIM
Sims Investment Management Cincinnati, Ohio $320M AUM 14.23% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Newbridge Financial Services Group
Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Foguth Wealth Management
Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
NWF Advisory Services
NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return
RFN
RDA Financial Network Akron, Iowa $459M AUM 19.8% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Dynamic Advisor Solutions's QYLD Position: Q3 2026 in Review

Dynamic Advisor Solutions reduced its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 4.3% in Q3 2026, selling an estimated $44.9K and leaving 54,313 shares worth $1.01M. The position accounts for 0.03% of the portfolio, ranked #469.

Dynamic Advisor Solutions first reported a position in QYLD in Q1 2020 and has held it in 20 quarters since. The position peaked at $5.15M in Q4 2024. 83 funds tracked by Wall St. Rank hold QYLD as of Q3 2026.

  • Dynamic Advisor Solutions held 54,313 shares of Global X NASDAQ-100 Covered Call ETF worth $1.01M as of Q3 2026.
  • Dynamic Advisor Solutions sold 2,469 Global X NASDAQ-100 Covered Call ETF shares in Q3 2026, an estimated $44.9K.
  • Global X NASDAQ-100 Covered Call ETF made up 0.03% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #469 holding.
  • Dynamic Advisor Solutions first reported a position in Global X NASDAQ-100 Covered Call ETF in Q1 2020 and has held it in 20 quarters since.
  • Dynamic Advisor Solutions's Global X NASDAQ-100 Covered Call ETF position peaked at $5.15M in Q4 2024.
  • 83 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.