Investment Partners Asset Management’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Investment Partners Asset 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
2025 Q4	–	Sell	-123,009	Closed	-$2.09M	–	164
2025 Q3	$2.09M	Sell	123,009 -278	-0.2%	-$4.67K	1.38%	17
2025 Q2	$2.06M	Sell	123,287 -8,822	-7%	-$144K	1.43%	17
2025 Q1	$2.2M	Buy	132,109 +4,622	+4%	+$82.9K	1.72%	11
2024 Q4	$2.32M	Sell	127,487 -279	-0.2%	-$5.09K	1.82%	9
2024 Q3	$2.3M	Buy	127,766 +1,686	+1%	+$29.8K	1.89%	9
2024 Q2	$2.23M	Sell	126,080 -4,039	-3%	-$71.3K	1.99%	8
2024 Q1	$2.33M	Buy	130,119 +53	+0%	+$940	2.11%	7
2023 Q4	$2.26M	Buy	+130,066	New	+$2.22M	2.24%	7

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

Investment Partners Asset Management's QYLD Position: Q4 2025 in Review

Investment Partners Asset Management sold out of Global X NASDAQ-100 Covered Call ETF (QYLD) in Q4 2025, closing a stake of 123,009 shares — an estimated $2.09M sold.

Investment Partners Asset Management first reported a position in QYLD in Q4 2023 and held it in 8 quarters. The position peaked at $2.33M in Q1 2024. 428 funds tracked by Wall St. Rank hold QYLD as of Q4 2025.

Investment Partners Asset Management reported no remaining Global X NASDAQ-100 Covered Call ETF position as of Q4 2025 after selling out during the quarter.
Investment Partners Asset Management sold 123,009 Global X NASDAQ-100 Covered Call ETF shares in Q4 2025, an estimated $2.09M.
Investment Partners Asset Management first reported a position in Global X NASDAQ-100 Covered Call ETF in Q4 2023 and held it in 8 quarters.
Investment Partners Asset Management's Global X NASDAQ-100 Covered Call ETF position peaked at $2.33M in Q1 2024.
428 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q4 2025.

Based on Investment Partners Asset Management's 13F filing for Q4 2025, filed 15 Jan 2026.