Optimum Investment Advisors’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Optimum Investment 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
2025 Q3	–	Sell	-372	Closed	-$6.22K	–	626
2025 Q2	$6.22K	Buy	372 +11	+3%	+$180	﹤0.01%	534
2025 Q1	$6K	Buy	361 +17	+5%	+$305	﹤0.01%	550
2024 Q4	$6.27K	Buy	344 +7	+2%	+$128	﹤0.01%	538
2024 Q3	$6.09K	Buy	+337	New	+$5.95K	﹤0.01%	559
2024 Q1	–	Sell	-300	Closed	-$5.2K	–	662
2023 Q4	$5.2K	Sell	300 -195	-39%	-$3.32K	﹤0.01%	556
2023 Q3	$8.3K	Buy	495 +195	+65%	+$3.42K	﹤0.01%	559
2023 Q2	$5.33K	Hold	300	–	–	﹤0.01%	605
2023 Q1	$5.14K	Hold	300	–	–	﹤0.01%	625
2022 Q4	$4.77K	Hold	300	–	–	﹤0.01%	632
2022 Q3	$5K	Hold	300	–	–	﹤0.01%	661
2022 Q2	$5K	Buy	+300	New	+$5.65K	﹤0.01%	687

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

Optimum Investment Advisors's QYLD Position: Q3 2025 in Review

Optimum Investment Advisors sold out of Global X NASDAQ-100 Covered Call ETF (QYLD) in Q3 2025, closing a stake of 372 shares — an estimated $6.22K sold.

Optimum Investment Advisors first reported a position in QYLD in Q2 2022 and held it in 11 quarters. The position peaked at $8.3K in Q3 2023. 410 funds tracked by Wall St. Rank hold QYLD as of Q3 2025.

Optimum Investment Advisors reported no remaining Global X NASDAQ-100 Covered Call ETF position as of Q3 2025 after selling out during the quarter.
Optimum Investment Advisors sold 372 Global X NASDAQ-100 Covered Call ETF shares in Q3 2025, an estimated $6.22K.
Optimum Investment Advisors first reported a position in Global X NASDAQ-100 Covered Call ETF in Q2 2022 and held it in 11 quarters.
Optimum Investment Advisors's Global X NASDAQ-100 Covered Call ETF position peaked at $8.3K in Q3 2023.
410 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.