Opal Wealth Advisors’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Opal Wealth Advisors’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 Q1	$87.7K	Buy	+5,111	New	+$89.9K	0.02%	298
2025 Q3	–	Sell	-5,234	Closed	-$87.5K	–	467
2025 Q2	$87.5K	Buy	5,234 +79	+2%	+$1.29K	0.02%	292
2025 Q1	$85.7K	Buy	+5,155	New	+$92.5K	0.03%	291
2024 Q3	–	Sell	-5,191	Closed	-$91.7K	–	944
2024 Q2	$91.7K	Buy	+5,191	New	+$91.7K	0.03%	288
2023 Q1	–	Sell	-11,505	Closed	-$183K	–	136
2022 Q4	$183K	Sell	11,505 -21,685	-65%	-$350K	0.1%	122
2022 Q3	$520K	Sell	33,190 -710	-2%	-$12.5K	0.38%	40
2022 Q2	$592K	Buy	+33,900	New	+$639K	0.39%	37

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 $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

FWM

Foguth Wealth Management Brighton, Michigan $857M AUM

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

Opal Wealth Advisors's QYLD Position: Q1 2026 in Review

Opal Wealth Advisors opened a new position in Global X NASDAQ-100 Covered Call ETF (QYLD) in Q1 2026: 5,111 shares worth $87.7K. The stake represents 0.02% of the portfolio and ranks #298 among its holdings. This is a return to the name: Opal Wealth Advisors previously reported a position in QYLD as recently as Q2 2025.

Opal Wealth Advisors first reported a position in QYLD in Q2 2022 and has held it in 7 quarters since. The position peaked at $592K in Q2 2022. 433 funds tracked by Wall St. Rank hold QYLD as of Q1 2026.

Opal Wealth Advisors held 5,111 shares of Global X NASDAQ-100 Covered Call ETF worth $87.7K as of Q1 2026.
Global X NASDAQ-100 Covered Call ETF was a new Opal Wealth Advisors position in Q1 2026.
Global X NASDAQ-100 Covered Call ETF made up 0.02% of Opal Wealth Advisors's portfolio in Q1 2026, its #298 holding.
Opal Wealth Advisors first reported a position in Global X NASDAQ-100 Covered Call ETF in Q2 2022 and has held it in 7 quarters since.
Opal Wealth Advisors's Global X NASDAQ-100 Covered Call ETF position peaked at $592K in Q2 2022.
433 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.