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Helium Advisors’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Helium Advisors’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
-10,853
Closed -$185K – 96
2025
Q3 		$185K Sell
10,853
-3,711
-25% -$62.3K 0.15% 89
2025
Q2 		$244K Sell
14,564
-155
-1% -$2.53K 0.15% 90
2025
Q1 		$245K Buy
14,719
+367
+3% +$6.58K 0.18% 84
2024
Q4 		$261K Buy
+14,352
New +$262K 0.21% 77

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 $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NAM
Nissay Asset Management Tokyo, Japan $23.7B AUM 45.95% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Helium Advisors's QYLD Position: Q4 2025 in Review

Helium Advisors sold out of Global X NASDAQ-100 Covered Call ETF (QYLD) in Q4 2025, closing a stake of 10,853 shares — an estimated $185K sold.

Helium Advisors first reported a position in QYLD in Q4 2024 and held it in 4 quarters. The position peaked at $261K in Q4 2024. 430 funds tracked by Wall St. Rank hold QYLD as of Q4 2025.

  • Helium Advisors reported no remaining Global X NASDAQ-100 Covered Call ETF position as of Q4 2025 after selling out during the quarter.
  • Helium Advisors sold 10,853 Global X NASDAQ-100 Covered Call ETF shares in Q4 2025, an estimated $185K.
  • Helium Advisors first reported a position in Global X NASDAQ-100 Covered Call ETF in Q4 2024 and held it in 4 quarters.
  • Helium Advisors's Global X NASDAQ-100 Covered Call ETF position peaked at $261K in Q4 2024.
  • 430 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q4 2025.

Based on Helium Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.