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 Q3	$400K	Sell	21,578 -25,396	-54%	-$461K	﹤0.01%	1587
2026 Q2	$866K	Buy	46,974 +7,004	+18%	+$125K	﹤0.01%	1162
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%	853
2024 Q1	$186K	Buy	10,365 +102	+1%	+$1.81K	﹤0.01%	1269
2023 Q4	$180K	Sell	10,263 -3,236	-24%	-$55.2K	﹤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

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.46B AUM 38.43% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Quadrature Capital London, United Kingdom $16.1B AUM 61.25% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Lido Advisors's QYLD Position: Q3 2026 in Review

Lido Advisors reduced its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 54% in Q3 2026, selling an estimated $461K and leaving 21,578 shares worth $400K. The position accounts for ﹤0.01% of the portfolio, ranked #1587.

Lido Advisors first reported a position in QYLD in Q2 2023 and has held it in 14 quarters since. The position peaked at $881K in Q2 2025. 383 funds tracked by Wall St. Rank hold QYLD as of Q3 2026.

Lido Advisors held 21,578 shares of Global X NASDAQ-100 Covered Call ETF worth $400K as of Q3 2026.
Lido Advisors sold 25,396 Global X NASDAQ-100 Covered Call ETF shares in Q3 2026, an estimated $461K.
Global X NASDAQ-100 Covered Call ETF made up ﹤0.01% of Lido Advisors's portfolio in Q3 2026, its #1587 holding.
Lido Advisors first reported a position in Global X NASDAQ-100 Covered Call ETF in Q2 2023 and has held it in 14 quarters since.
Lido Advisors's Global X NASDAQ-100 Covered Call ETF position peaked at $881K in Q2 2025.
383 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q3 2026.

Based on Lido Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.