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

Legacy Edge 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
Q1 		– Sell
-572,764
Closed -$10.5M – 186
2024
Q4 		$10.5M Sell
572,764
-1,052
-0.2% -$19.2K 1.66% 20
2024
Q3 		$10.4M Buy
573,816
+83,147
+17% +$1.47M 1.65% 21
2024
Q2 		$8.67M Buy
490,669
+69,447
+16% +$1.23M 1.6% 21
2024
Q1 		$7.54M Buy
421,222
+86,223
+26% +$1.53M 1.57% 21
2023
Q4 		$5.81M Buy
+334,999
New +$5.71M 1.33% 22

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
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
NAM
Nissay Asset Management Tokyo, Japan $23.7B AUM 45.95% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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

Legacy Edge Advisors's QYLD Position: Q1 2025 in Review

Legacy Edge Advisors sold out of Global X NASDAQ-100 Covered Call ETF (QYLD) in Q1 2025, closing a stake of 572,764 shares — an estimated $10.5M sold.

Legacy Edge Advisors first reported a position in QYLD in Q4 2023 and held it in 5 quarters. The position peaked at $10.5M in Q4 2024. 433 funds tracked by Wall St. Rank hold QYLD as of Q1 2025.

  • Legacy Edge Advisors reported no remaining Global X NASDAQ-100 Covered Call ETF position as of Q1 2025 after selling out during the quarter.
  • Legacy Edge Advisors sold 572,764 Global X NASDAQ-100 Covered Call ETF shares in Q1 2025, an estimated $10.5M.
  • Legacy Edge Advisors first reported a position in Global X NASDAQ-100 Covered Call ETF in Q4 2023 and held it in 5 quarters.
  • Legacy Edge Advisors's Global X NASDAQ-100 Covered Call ETF position peaked at $10.5M in Q4 2024.
  • 433 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q1 2025.

Based on Legacy Edge Advisors's 13F filing for Q1 2025, filed 17 Aug 2026.