Lindbrook Capital’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Lindbrook Capital’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	$6.65K	Sell	400 -1,000	-71%	-$17.9K	﹤0.01%	1835
2024 Q4	$25.5K	Sell	1,400 -750	-35%	-$13.7K	﹤0.01%	1144
2024 Q3	$38.8K	Hold	2,150	–	–	﹤0.01%	943
2024 Q2	$38K	Hold	2,150	–	–	﹤0.01%	911
2024 Q1	$38.5K	Buy	2,150 +453	+27%	+$8.03K	﹤0.01%	892
2023 Q4	$29.4K	Hold	1,697	–	–	﹤0.01%	982
2023 Q3	$28.5K	Sell	1,697 -8,251	-83%	-$145K	﹤0.01%	895
2023 Q2	$177K	Sell	9,948 -494	-5%	-$8.62K	0.02%	360
2023 Q1	$179K	Sell	10,442 -3,250	-24%	-$54.2K	0.02%	341
2022 Q4	$218K	Buy	13,692 +33	+0.2%	+$533	0.03%	308
2022 Q3	$214K	Buy	13,659 +48	+0.4%	+$842	0.04%	262
2022 Q2	$238K	Buy	13,611 +196	+1%	+$3.69K	0.04%	251
2022 Q1	$281K	Buy	+13,415	New	+$277K	0.04%	228

Other funds holding QYLD

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GXJ

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Lindbrook Capital's QYLD Position: Q1 2025 in Review

Lindbrook Capital reduced its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 71% in Q1 2025, selling an estimated $17.9K and leaving 400 shares worth $6.65K. The position accounts for ﹤0.01% of the portfolio, ranked #1835.

Lindbrook Capital first reported a position in QYLD in Q1 2022 and has held it in 13 quarters since. The position peaked at $281K in Q1 2022. 433 funds tracked by Wall St. Rank hold QYLD as of Q1 2025.

Lindbrook Capital held 400 shares of Global X NASDAQ-100 Covered Call ETF worth $6.65K as of Q1 2025.
Lindbrook Capital sold 1,000 Global X NASDAQ-100 Covered Call ETF shares in Q1 2025, an estimated $17.9K.
Global X NASDAQ-100 Covered Call ETF made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1835 holding.
Lindbrook Capital first reported a position in Global X NASDAQ-100 Covered Call ETF in Q1 2022 and has held it in 13 quarters since.
Lindbrook Capital's Global X NASDAQ-100 Covered Call ETF position peaked at $281K in Q1 2022.
433 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.