MFIM
QYLD icon

Mesirow Financial Investment Management’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Mesirow Financial Investment Management’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
Q1 		$1.8M Buy
104,895
+53,462
+104% +$941K 0.03% 212
2025
Q4 		$909K Sell
51,433
-54,409
-51% -$947K 0.02% 251
2025
Q3 		$1.8M Buy
105,842
+2,996
+3% +$50.3K 0.03% 208
2025
Q2 		$1.72M Sell
102,846
-7,865
-7% -$129K 0.03% 206
2025
Q1 		$1.84M Sell
110,711
-7,809
-7% -$140K 0.04% 200
2024
Q4 		$2.16M Buy
118,520
+2,189
+2% +$40K 0.04% 185
2024
Q3 		$2.1M Buy
116,331
+4,749
+4% +$83.9K 0.04% 194
2024
Q2 		$1.97M Buy
111,582
+2,391
+2% +$42.2K 0.04% 189
2024
Q1 		$1.96M Buy
109,191
+18,718
+21% +$332K 0.04% 192
2023
Q4 		$1.57M Buy
+90,473
New +$1.54M 0.06% 180

Other funds holding QYLD

GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $1.95B AUM 31.42% 1-Year Est. Return
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
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
FWM
Foguth Wealth Management Brighton, Michigan $857M AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return