Lido Advisors
QYLD icon

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

Lido 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
2026
Q1 		$686K Sell
39,970
-7,778
-16% -$137K ﹤0.01% 1136
2025
Q4 		$816K Sell
47,748
-1
-0% -$17 ﹤0.01% 1093
2025
Q3 		$812K Sell
47,749
-4,952
-9% -$83.2K ﹤0.01% 1042
2025
Q2 		$881K Buy
52,701
+13,744
+35% +$225K ﹤0.01% 895
2025
Q1 		$648K Buy
38,957
+2,840
+8% +$50.9K ﹤0.01% 929
2024
Q4 		$670K Buy
36,117
+779
+2% +$14.2K ﹤0.01% 908
2024
Q3 		$638K Buy
35,338
+450
+1% +$7.95K ﹤0.01% 871
2024
Q2 		$622K Buy
34,888
+24,523
+237% +$433K 0.01% 852
2024
Q1 		$186K Buy
10,365
+102
+1% +$1.81K ﹤0.01% 1269
2023
Q4 		$180K Sell
10,263
-3,236
-24% -$55.1K ﹤0.01% 1237
2023
Q3 		$226K Sell
13,499
-6,841
-34% -$120K ﹤0.01% 1035
2023
Q2 		$361K Buy
+20,340
New +$355K ﹤0.01% 845

Other funds holding QYLD

GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $1.95B AUM 31.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $857M AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return