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Financial Advocates Investment Management’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Financial Advocates Investment Management’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
Q3 		– Sell
-152,751
Closed -$2.55M – 466
2025
Q2 		$2.55M Buy
152,751
+19,498
+15% +$319K 0.21% 108
2025
Q1 		$2.22M Buy
133,253
+22,655
+20% +$406K 0.16% 153
2024
Q4 		$2.02M Sell
110,598
-24,803
-18% -$453K 0.11% 178
2024
Q3 		$2.44M Buy
135,401
+35,254
+35% +$622K 0.14% 160
2024
Q2 		$1.77M Buy
100,147
+30,205
+43% +$533K 0.11% 183
2024
Q1 		$1.25M Buy
69,942
+3,424
+5% +$60.7K 0.07% 265
2023
Q4 		$1.15M Sell
66,518
-4,045
-6% -$68.9K 0.08% 260
2023
Q3 		$1.18M Buy
70,563
+4,172
+6% +$73.2K 0.09% 241
2023
Q2 		$1.18M Buy
66,391
+31,207
+89% +$545K 0.08% 240
2023
Q1 		$603K Buy
35,184
+704
+2% +$11.7K 0.04% 387
2022
Q4 		$549K Sell
34,480
-3,678
-10% -$59.4K 0.04% 428
2022
Q3 		$598K Sell
38,158
-502
-1% -$8.81K 0.05% 368
2022
Q2 		$675K Sell
38,660
-19,336
-33% -$364K 0.05% 332
2022
Q1 		$1.22M Sell
57,996
-25,148
-30% -$519K 0.08% 262
2021
Q4 		$1.84M Buy
83,144
+3,014
+4% +$68K 0.12% 212
2021
Q3 		$1.77M Buy
+80,130
New +$1.82M 0.12% 207

Other funds holding QYLD

GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $530B AUM 22.01% 1-Year Est. Return
NAM
Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Financial Advocates Investment Management's QYLD Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Global X NASDAQ-100 Covered Call ETF (QYLD) in Q3 2025, closing a stake of 152,751 shares — an estimated $2.55M sold.

Financial Advocates Investment Management first reported a position in QYLD in Q3 2021 and held it in 16 quarters. The position peaked at $2.55M in Q2 2025. 411 funds tracked by Wall St. Rank hold QYLD as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Global X NASDAQ-100 Covered Call ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 152,751 Global X NASDAQ-100 Covered Call ETF shares in Q3 2025, an estimated $2.55M.
  • Financial Advocates Investment Management first reported a position in Global X NASDAQ-100 Covered Call ETF in Q3 2021 and held it in 16 quarters.
  • Financial Advocates Investment Management's Global X NASDAQ-100 Covered Call ETF position peaked at $2.55M in Q2 2025.
  • 411 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.