MWM
QYLD icon

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

MGB Wealth 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
2025
Q4 		$26.5K Hold
1,500
– – 0.01% 281
2025
Q3 		$25.5K Sell
1,500
-1,545
-51% -$25.9K 0.01% 282
2025
Q2 		$50.9K Buy
3,045
+1,545
+103% +$25.2K 0.02% 258
2025
Q1 		$24.9K Hold
1,500
– – 0.01% 265
2024
Q4 		$27.3K Hold
1,500
– – 0.01% 253
2024
Q3 		$27.1K Hold
1,500
– – 0.01% 247
2024
Q2 		$26.9K Hold
1,500
– – 0.01% 246
2024
Q1 		$26.9K Sell
1,500
-7,247
-83% -$128K 0.01% 233
2023
Q4 		$152K Buy
+8,747
New +$149K 0.08% 188

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