GSWM
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Golden State Wealth Management’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Golden State Wealth 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
2026
Q1 		$27.4K Sell
1,600
-53
-3% -$933 ﹤0.01% 839
2025
Q4 		$29.2K Buy
1,653
+1
+0.1% +$17 ﹤0.01% 829
2025
Q3 		$28.1K Buy
1,652
+2
+0.1% +$34 ﹤0.01% 832
2025
Q2 		$27.6K Sell
1,650
-23,180
-93% -$379K ﹤0.01% 801
2025
Q1 		$413K Buy
24,830
+1,083
+5% +$19.4K 0.06% 235
2024
Q4 		$433K Buy
+23,747
New +$434K 0.06% 214
2019
Q4 		– Sell
-279
Closed -$6K – 721
2019
Q3 		$6K Buy
279
+6
+2% +$137 ﹤0.01% 834
2019
Q2 		$6K Buy
273
+4
+1% +$91 ﹤0.01% 843
2019
Q1 		$6K Buy
+269
New +$5.97K ﹤0.01% 873

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