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Oliver Lagore Vanvalin Investment Group’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Oliver Lagore Vanvalin Investment 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 		$48.7K Buy
+2,930
New +$47.9K 0.02% 251
2024
Q4 		$53.4K Hold
2,930
– – 0.01% 247
2024
Q3 		$52.9K Hold
2,930
– – 0.01% 242
2024
Q2 		$51.8K Buy
2,930
+930
+47% +$16.4K 0.01% 235
2024
Q1 		$35.8K Buy
2,000
+500
+33% +$8.86K 0.01% 270
2023
Q4 		$26K Hold
1,500
– – 0.01% 289
2023
Q3 		$25.2K Buy
1,500
+430
+40% +$7.55K 0.01% 323
2023
Q2 		$19K Hold
1,070
– – 0.01% 378
2023
Q1 		$18.4K Hold
1,070
– – 0.01% 296
2022
Q4 		$17K Buy
+1,070
New +$17.3K 0.01% 294

Other funds holding QYLD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's QYLD Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Global X NASDAQ-100 Covered Call ETF (QYLD) in Q2 2025: 2,930 shares worth $48.7K. The stake represents 0.02% of the portfolio and ranks #251 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in QYLD as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in QYLD in Q4 2022 and has held it in 10 quarters since. The position peaked at $53.4K in Q4 2024. 409 funds tracked by Wall St. Rank hold QYLD as of Q2 2025.

  • Oliver Lagore Vanvalin Investment Group held 2,930 shares of Global X NASDAQ-100 Covered Call ETF worth $48.7K as of Q2 2025.
  • Global X NASDAQ-100 Covered Call ETF was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
  • Global X NASDAQ-100 Covered Call ETF made up 0.02% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #251 holding.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Global X NASDAQ-100 Covered Call ETF in Q4 2022 and has held it in 10 quarters since.
  • Oliver Lagore Vanvalin Investment Group's Global X NASDAQ-100 Covered Call ETF position peaked at $53.4K in Q4 2024.
  • 409 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.