Ogorek Anthony Joseph’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Ogorek Anthony Joseph’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 Q3	–	Sell	-398	Closed	-$6K	–	679
2025 Q2	$6K	Buy	398 +12	+3%	+$196	﹤0.01%	458
2025 Q1	$6K	Buy	386 +18	+5%	+$323	﹤0.01%	451
2024 Q4	$6K	Buy	368 +7	+2%	+$128	﹤0.01%	248
2024 Q3	$6K	Buy	361 +14	+4%	+$247	﹤0.01%	228
2024 Q2	$6K	Buy	347 +7	+2%	+$124	﹤0.01%	228
2024 Q1	$6K	Buy	340 +13	+4%	+$230	﹤0.01%	233
2023 Q4	$5K	Buy	327 +6	+2%	+$102	﹤0.01%	244
2023 Q3	$5K	Buy	321 +10	+3%	+$175	﹤0.01%	226
2023 Q2	$5K	Buy	311 +9	+3%	+$157	﹤0.01%	213
2023 Q1	$5K	Buy	302 +12	+4%	+$200	﹤0.01%	214
2022 Q4	$4K	Buy	290 +6	+2%	+$97	﹤0.01%	191
2022 Q3	$4K	Buy	+284	New	+$4.98K	﹤0.01%	187

Other funds holding QYLD

GXJ

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Ogorek Anthony Joseph's QYLD Position: Q3 2025 in Review

Ogorek Anthony Joseph sold out of Global X NASDAQ-100 Covered Call ETF (QYLD) in Q3 2025, closing a stake of 398 shares — an estimated $6K sold.

Ogorek Anthony Joseph first reported a position in QYLD in Q3 2022 and held it in 12 quarters. The position peaked at $6K in Q2 2025. 410 funds tracked by Wall St. Rank hold QYLD as of Q3 2025.

Ogorek Anthony Joseph reported no remaining Global X NASDAQ-100 Covered Call ETF position as of Q3 2025 after selling out during the quarter.
Ogorek Anthony Joseph sold 398 Global X NASDAQ-100 Covered Call ETF shares in Q3 2025, an estimated $6K.
Ogorek Anthony Joseph first reported a position in Global X NASDAQ-100 Covered Call ETF in Q3 2022 and held it in 12 quarters.
Ogorek Anthony Joseph's Global X NASDAQ-100 Covered Call ETF position peaked at $6K in Q2 2025.
410 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q3 2025.

Based on Ogorek Anthony Joseph's 13F filing for Q3 2025, filed 4 Nov 2025.