Nations Financial Group’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Nations Financial Group’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 Q2	–	Sell	-12,394	Closed	-$206K	–	694
2025 Q1	$206K	Sell	12,394 -31,908	-72%	-$572K	0.02%	612
2024 Q4	$807K	Buy	44,302 +3,219	+8%	+$58.8K	0.06%	320
2024 Q3	$741K	Sell	41,083 -340	-0.8%	-$6K	0.05%	340
2024 Q2	$732K	Buy	41,423 +3,917	+10%	+$69.2K	0.06%	317
2024 Q1	$672K	Buy	37,506 +9,290	+33%	+$165K	0.06%	338
2023 Q4	$489K	Buy	28,216 +1,590	+6%	+$27.1K	0.05%	396
2023 Q3	$447K	Buy	26,626 +4,130	+18%	+$72.5K	0.05%	392
2023 Q2	$399K	Buy	22,496 +7,690	+52%	+$134K	0.04%	432
2023 Q1	$254K	Buy	+14,806	New	+$247K	0.03%	527

Other funds holding QYLD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GXJ

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 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

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Nations Financial Group's QYLD Position: Q2 2025 in Review

Nations Financial Group sold out of Global X NASDAQ-100 Covered Call ETF (QYLD) in Q2 2025, closing a stake of 12,394 shares — an estimated $206K sold.

Nations Financial Group first reported a position in QYLD in Q1 2023 and held it in 9 quarters. The position peaked at $807K in Q4 2024. 409 funds tracked by Wall St. Rank hold QYLD as of Q2 2025.

Nations Financial Group reported no remaining Global X NASDAQ-100 Covered Call ETF position as of Q2 2025 after selling out during the quarter.
Nations Financial Group sold 12,394 Global X NASDAQ-100 Covered Call ETF shares in Q2 2025, an estimated $206K.
Nations Financial Group first reported a position in Global X NASDAQ-100 Covered Call ETF in Q1 2023 and held it in 9 quarters.
Nations Financial Group's Global X NASDAQ-100 Covered Call ETF position peaked at $807K in Q4 2024.
409 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q2 2025.

Based on Nations Financial Group's 13F filing for Q2 2025, filed 11 Aug 2025.