MCC
QYLD icon

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

Money Concepts 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
2026
Q1 		$254K Buy
14,795
+320
+2% +$5.63K 0.01% 495
2025
Q4 		$256K Sell
14,475
-1,460
-9% -$25.4K 0.01% 463
2025
Q3 		$271K Sell
15,935
-9,886
-38% -$166K 0.02% 402
2025
Q2 		$432K Sell
25,821
-4,353
-14% -$71.1K 0.03% 324
2025
Q1 		$502K Buy
+30,174
New +$541K 0.04% 295
2023
Q1 		– Sell
-31,790
Closed -$506K – 2334
2022
Q4 		$506K Buy
31,790
+27,858
+708% +$450K 0.02% 430
2022
Q3 		$62K Buy
3,932
+691
+21% +$12.1K ﹤0.01% 679
2022
Q2 		$57K Sell
3,241
-26,859
-89% -$506K 0.01% 677
2022
Q1 		$631K Buy
30,100
+26,859
+829% +$555K 0.04% 389
2021
Q4 		$72K Buy
+3,241
New +$73.1K 0.01% 575
2021
Q1 		$127K Hold
5,645
– – 0.01% 500
2020
Q4 		$129K Buy
+5,645
New +$125K 0.01% 449

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