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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
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
NAM
Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return