Onyx Bridge Wealth Group’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Onyx Bridge Wealth 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 Q4	–	Sell	-11,075	Closed	-$188K	–	380
2025 Q3	$188K	Buy	11,075 +325	+3%	+$5.46K	0.02%	343
2025 Q2	$180K	Sell	10,750 -7,960	-43%	-$130K	0.02%	294
2025 Q1	$311K	Sell	18,710 -2,869	-13%	-$51.5K	0.04%	208
2024 Q4	$393K	Sell	21,579 -1,774	-8%	-$32.4K	0.06%	180
2024 Q3	$421K	Sell	23,353 -3,594	-13%	-$63.5K	0.06%	177
2024 Q2	$476K	Sell	26,947 -391	-1%	-$6.9K	0.08%	156
2024 Q1	$478K	Sell	27,338 -1,444	-5%	-$25.6K	0.09%	152
2023 Q4	$499K	Buy	28,782 +848	+3%	+$14.5K	0.1%	132
2023 Q3	$468K	Sell	27,934 -269	-1%	-$4.72K	0.11%	137
2023 Q2	$501K	Buy	+28,203	New	+$492K	0.12%	124

Other funds holding QYLD

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

NAM

Nissay Asset Management Tokyo, Japan $23.7B AUM 45.95% 1-Year Est. Return

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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

Onyx Bridge Wealth Group's QYLD Position: Q4 2025 in Review

Onyx Bridge Wealth Group sold out of Global X NASDAQ-100 Covered Call ETF (QYLD) in Q4 2025, closing a stake of 11,075 shares — an estimated $188K sold.

Onyx Bridge Wealth Group first reported a position in QYLD in Q2 2023 and held it in 10 quarters. The position peaked at $501K in Q2 2023. 430 funds tracked by Wall St. Rank hold QYLD as of Q4 2025.

Onyx Bridge Wealth Group reported no remaining Global X NASDAQ-100 Covered Call ETF position as of Q4 2025 after selling out during the quarter.
Onyx Bridge Wealth Group sold 11,075 Global X NASDAQ-100 Covered Call ETF shares in Q4 2025, an estimated $188K.
Onyx Bridge Wealth Group first reported a position in Global X NASDAQ-100 Covered Call ETF in Q2 2023 and held it in 10 quarters.
Onyx Bridge Wealth Group's Global X NASDAQ-100 Covered Call ETF position peaked at $501K in Q2 2023.
430 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q4 2025.

Based on Onyx Bridge Wealth Group's 13F filing for Q4 2025, filed 18 Feb 2026.