Goldstone Financial Group’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Goldstone Financial Group’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 Q2	–	Sell	-50,141	Closed	-$834K	–	214
2025 Q1	$834K	Sell	50,141 -6,649	-12%	-$119K	0.13%	102
2024 Q4	$1.03M	Buy	56,790 +2,851	+5%	+$52.1K	0.16%	89
2024 Q3	$973K	Buy	53,939 +10,322	+24%	+$182K	0.17%	91
2024 Q2	$771K	Buy	43,617 +10,850	+33%	+$192K	0.15%	95
2024 Q1	$587K	Sell	32,767 -11,091	-25%	-$197K	0.13%	96
2023 Q4	$760K	Sell	43,858 -3,289	-7%	-$56.1K	0.2%	84
2023 Q3	$791K	Buy	47,147 +9,764	+26%	+$171K	0.23%	83
2023 Q2	$664K	Buy	37,383 +10,619	+40%	+$185K	0.2%	85
2023 Q1	$459K	Buy	+26,764	New	+$446K	0.15%	88

Other funds holding QYLD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GXJ

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Goldstone Financial Group's QYLD Position: Q2 2025 in Review

Goldstone Financial Group sold out of Global X NASDAQ-100 Covered Call ETF (QYLD) in Q2 2025, closing a stake of 50,141 shares — an estimated $834K sold.

Goldstone Financial Group first reported a position in QYLD in Q1 2023 and held it in 9 quarters. The position peaked at $1.03M in Q4 2024. 409 funds tracked by Wall St. Rank hold QYLD as of Q2 2025.

Goldstone Financial Group reported no remaining Global X NASDAQ-100 Covered Call ETF position as of Q2 2025 after selling out during the quarter.
Goldstone Financial Group sold 50,141 Global X NASDAQ-100 Covered Call ETF shares in Q2 2025, an estimated $834K.
Goldstone Financial Group first reported a position in Global X NASDAQ-100 Covered Call ETF in Q1 2023 and held it in 9 quarters.
Goldstone Financial Group's Global X NASDAQ-100 Covered Call ETF position peaked at $1.03M in Q4 2024.
409 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q2 2025.

Based on Goldstone Financial Group's 13F filing for Q2 2025, filed 8 Jul 2025.