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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
Q4 		– Sell
-3,578
Closed -$60.9K – 591
2025
Q3 		$60.9K Buy
+3,578
New +$60.1K 0.02% 256

Other funds holding QYLD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $530B AUM 22.01% 1-Year Est. Return
NAM
Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 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 $432B AUM 30.22% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s QYLD Position: Q4 2025 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Global X NASDAQ-100 Covered Call ETF (QYLD) in Q4 2025, closing a stake of 3,578 shares — an estimated $60.9K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in QYLD in Q3 2025 and held it in 1 quarter. The position peaked at $60.9K in Q3 2025. 428 funds tracked by Wall St. Rank hold QYLD as of Q4 2025.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Global X NASDAQ-100 Covered Call ETF position as of Q4 2025 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 3,578 Global X NASDAQ-100 Covered Call ETF shares in Q4 2025, an estimated $60.9K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Global X NASDAQ-100 Covered Call ETF in Q3 2025 and held it in 1 quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Global X NASDAQ-100 Covered Call ETF position peaked at $60.9K in Q3 2025.
  • 428 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q4 2025.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q4 2025, filed 7 Aug 2026.