MPWM Advisory Solutions’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

MPWM Advisory Solutions’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	$85.8K	Sell	5,000 -574	-10%	-$10.1K	0.05%	149
2025 Q4	$98.5K	Buy	5,574 +574	+11%	+$9.99K	0.05%	129
2025 Q3	$85K	Hold	5,000	–	–	0.05%	126
2025 Q2	$83.6K	Hold	5,000	–	–	0.05%	126
2025 Q1	$83.2K	Hold	5,000	–	–	0.06%	108
2024 Q4	$91.1K	Buy	+5,000	New	+$91.3K	0.07%	109

Other funds holding QYLD

GXJ

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

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

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

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

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

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

MPWM Advisory Solutions's QYLD Position: Q1 2026 in Review

MPWM Advisory Solutions reduced its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 10% in Q1 2026, selling an estimated $10.1K and leaving 5,000 shares worth $85.8K. The position accounts for 0.05% of the portfolio, ranked #149.

MPWM Advisory Solutions first reported a position in QYLD in Q4 2024 and has held it in 6 quarters since. The position peaked at $98.5K in Q4 2025. 434 funds tracked by Wall St. Rank hold QYLD as of Q1 2026.

MPWM Advisory Solutions held 5,000 shares of Global X NASDAQ-100 Covered Call ETF worth $85.8K as of Q1 2026.
MPWM Advisory Solutions sold 574 Global X NASDAQ-100 Covered Call ETF shares in Q1 2026, an estimated $10.1K.
Global X NASDAQ-100 Covered Call ETF made up 0.05% of MPWM Advisory Solutions's portfolio in Q1 2026, its #149 holding.
MPWM Advisory Solutions first reported a position in Global X NASDAQ-100 Covered Call ETF in Q4 2024 and has held it in 6 quarters since.
MPWM Advisory Solutions's Global X NASDAQ-100 Covered Call ETF position peaked at $98.5K in Q4 2025.
434 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q1 2026.

Based on MPWM Advisory Solutions's 13F filing for Q1 2026, filed 13 May 2026.