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

Lifeworks 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	-21,148	Closed	-$360K	–	341
2025 Q3	$360K	Buy	21,148 +5,150	+32%	+$86.5K	0.05%	237
2025 Q2	$267K	Sell	15,998 -7,926	-33%	-$129K	0.04%	265
2025 Q1	$398K	Hold	23,924	–	–	0.07%	212
2024 Q4	$436K	Sell	23,924 -3,214	-12%	-$58.7K	0.08%	186
2024 Q3	$490K	Buy	27,138 +2,485	+10%	+$43.9K	0.1%	165
2024 Q2	$436K	Sell	24,653 -4,324	-15%	-$76.4K	0.12%	138
2024 Q1	$519K	Hold	28,977	–	–	0.15%	126
2023 Q4	$502K	Hold	28,977	–	–	0.17%	117
2023 Q3	$486K	Buy	+28,977	New	+$508K	0.19%	124

Other funds holding QYLD

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

NAM

Nissay Asset Management Tokyo, Japan $23.7B AUM 45.95% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Lifeworks Advisors's QYLD Position: Q4 2025 in Review

Lifeworks Advisors sold out of Global X NASDAQ-100 Covered Call ETF (QYLD) in Q4 2025, closing a stake of 21,148 shares — an estimated $360K sold.

Lifeworks Advisors first reported a position in QYLD in Q3 2023 and held it in 9 quarters. The position peaked at $519K in Q1 2024. 430 funds tracked by Wall St. Rank hold QYLD as of Q4 2025.

Lifeworks Advisors reported no remaining Global X NASDAQ-100 Covered Call ETF position as of Q4 2025 after selling out during the quarter.
Lifeworks Advisors sold 21,148 Global X NASDAQ-100 Covered Call ETF shares in Q4 2025, an estimated $360K.
Lifeworks Advisors first reported a position in Global X NASDAQ-100 Covered Call ETF in Q3 2023 and held it in 9 quarters.
Lifeworks Advisors's Global X NASDAQ-100 Covered Call ETF position peaked at $519K in Q1 2024.
430 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q4 2025.

Based on Lifeworks Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.