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

Invera Wealth 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	-13,387	Closed	-$228K	–	94
2025 Q3	$228K	Hold	13,387	–	–	0.14%	82
2025 Q2	$224K	Hold	13,387	–	–	0.15%	82
2025 Q1	$223K	Hold	13,387	–	–	0.14%	85
2024 Q4	$249K	Sell	13,387 -1,650	-11%	-$30.1K	0.25%	43
2024 Q3	$278K	Hold	15,037	–	–	0.28%	41
2024 Q2	$269K	Sell	15,037 -8,518	-36%	-$150K	0.28%	42
2024 Q1	$414K	Hold	23,555	–	–	0.35%	54
2023 Q4	$408K	Buy	+23,555	New	+$401K	0.26%	78

Other funds holding QYLD

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Invera Wealth Advisors's QYLD Position: Q4 2025 in Review

Invera Wealth Advisors sold out of Global X NASDAQ-100 Covered Call ETF (QYLD) in Q4 2025, closing a stake of 13,387 shares — an estimated $228K sold.

Invera Wealth Advisors first reported a position in QYLD in Q4 2023 and held it in 8 quarters. The position peaked at $414K in Q1 2024. 428 funds tracked by Wall St. Rank hold QYLD as of Q4 2025.

Invera Wealth Advisors reported no remaining Global X NASDAQ-100 Covered Call ETF position as of Q4 2025 after selling out during the quarter.
Invera Wealth Advisors sold 13,387 Global X NASDAQ-100 Covered Call ETF shares in Q4 2025, an estimated $228K.
Invera Wealth Advisors first reported a position in Global X NASDAQ-100 Covered Call ETF in Q4 2023 and held it in 8 quarters.
Invera Wealth Advisors's Global X NASDAQ-100 Covered Call ETF position peaked at $414K in Q1 2024.
428 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q4 2025.

Based on Invera Wealth Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.