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 Q2	–	Sell	-5,000	Closed	-$85.8K	–	598
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 $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MPWM Advisory Solutions's QYLD Position: Q2 2026 in Review

MPWM Advisory Solutions sold out of Global X NASDAQ-100 Covered Call ETF (QYLD) in Q2 2026, closing a stake of 5,000 shares — an estimated $85.8K sold.

MPWM Advisory Solutions first reported a position in QYLD in Q4 2024 and held it in 6 quarters. The position peaked at $98.5K in Q4 2025. 430 funds tracked by Wall St. Rank hold QYLD as of Q2 2026.

MPWM Advisory Solutions reported no remaining Global X NASDAQ-100 Covered Call ETF position as of Q2 2026 after selling out during the quarter.
MPWM Advisory Solutions sold 5,000 Global X NASDAQ-100 Covered Call ETF shares in Q2 2026, an estimated $85.8K.
MPWM Advisory Solutions first reported a position in Global X NASDAQ-100 Covered Call ETF in Q4 2024 and held it in 6 quarters.
MPWM Advisory Solutions's Global X NASDAQ-100 Covered Call ETF position peaked at $98.5K in Q4 2025.
430 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.