Hazlett, Burt & Watson’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Hazlett, Burt & Watson’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	-222	Closed	-$4K	–	850
2025 Q1	$4K	Hold	222	–	–	﹤0.01%	675
2024 Q4	$4K	Hold	222	–	–	﹤0.01%	641
2024 Q3	$4K	Hold	222	–	–	﹤0.01%	628
2024 Q2	$4K	Buy	222 +4	+2%	+$71	﹤0.01%	612
2024 Q1	$4K	Buy	218 +9	+4%	+$160	﹤0.01%	607
2023 Q4	$4K	Buy	209 +4	+2%	+$68	﹤0.01%	578
2023 Q3	$3K	Buy	+205	New	+$3.6K	﹤0.01%	618
2022 Q3	–	Sell	-177	Closed	-$3K	–	654
2022 Q2	$3K	Buy	+177	New	+$3.33K	﹤0.01%	548

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

Hazlett, Burt & Watson's QYLD Position: Q2 2025 in Review

Hazlett, Burt & Watson sold out of Global X NASDAQ-100 Covered Call ETF (QYLD) in Q2 2025, closing a stake of 222 shares — an estimated $4K sold.

Hazlett, Burt & Watson first reported a position in QYLD in Q2 2022 and held it in 8 quarters. The position peaked at $4K in Q1 2025. 409 funds tracked by Wall St. Rank hold QYLD as of Q2 2025.

Hazlett, Burt & Watson reported no remaining Global X NASDAQ-100 Covered Call ETF position as of Q2 2025 after selling out during the quarter.
Hazlett, Burt & Watson sold 222 Global X NASDAQ-100 Covered Call ETF shares in Q2 2025, an estimated $4K.
Hazlett, Burt & Watson first reported a position in Global X NASDAQ-100 Covered Call ETF in Q2 2022 and held it in 8 quarters.
Hazlett, Burt & Watson's Global X NASDAQ-100 Covered Call ETF position peaked at $4K in Q1 2025.
409 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q2 2025.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2025, filed 25 Jul 2025.