Maia Wealth’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Maia Wealth’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	–	Sell	-27,119	Closed	-$495K	–	336
2024 Q4	$495K	Buy	+27,119	New	+$495K	0.11%	166
2024 Q3	–	Sell	-12,429	Closed	-$223K	–	290
2024 Q2	$223K	Buy	+12,429	New	+$219K	0.07%	204

Other funds holding QYLD

LPL Financial San Diego, California $377B AUM 19.32% 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

Maia Wealth's QYLD Position: Q1 2025 in Review

Maia Wealth sold out of Global X NASDAQ-100 Covered Call ETF (QYLD) in Q1 2025, closing a stake of 27,119 shares — an estimated $495K sold.

Maia Wealth first reported a position in QYLD in Q2 2024 and held it in 2 quarters. The position peaked at $495K in Q4 2024. 433 funds tracked by Wall St. Rank hold QYLD as of Q1 2025.

Maia Wealth reported no remaining Global X NASDAQ-100 Covered Call ETF position as of Q1 2025 after selling out during the quarter.
Maia Wealth sold 27,119 Global X NASDAQ-100 Covered Call ETF shares in Q1 2025, an estimated $495K.
Maia Wealth first reported a position in Global X NASDAQ-100 Covered Call ETF in Q2 2024 and held it in 2 quarters.
Maia Wealth's Global X NASDAQ-100 Covered Call ETF position peaked at $495K in Q4 2024.
433 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q1 2025.

Based on Maia Wealth's 13F filing for Q1 2025, filed 12 May 2025.