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

ORBA 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	–	Sell	-10,099	Closed	-$178K	–	78
2025 Q4	$178K	Sell	10,099 -3,535	-26%	-$61.5K	0.15%	79
2025 Q3	$232K	Sell	13,634 -125	-0.9%	-$2.1K	0.19%	74
2025 Q2	$230K	Sell	13,759 -14,665	-52%	-$240K	0.21%	67
2025 Q1	$473K	Sell	28,424 -1,290	-4%	-$23.1K	0.24%	66
2024 Q4	$541K	Sell	29,714 -1,305	-4%	-$23.8K	0.28%	60
2024 Q3	$560K	Buy	31,019 +140	+0.5%	+$2.47K	0.28%	59
2024 Q2	$546K	Sell	30,879 -2,193	-7%	-$38.7K	0.28%	56
2024 Q1	$592K	Sell	33,072 -5,554	-14%	-$98.5K	0.33%	48
2023 Q4	$670K	Buy	+38,626	New	+$658K	0.4%	44

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 $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

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

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

ORBA Wealth Advisors sold out of Global X NASDAQ-100 Covered Call ETF (QYLD) in Q1 2026, closing a stake of 10,099 shares — an estimated $178K sold.

ORBA Wealth Advisors first reported a position in QYLD in Q4 2023 and held it in 9 quarters. The position peaked at $670K in Q4 2023. 436 funds tracked by Wall St. Rank hold QYLD as of Q1 2026.

ORBA Wealth Advisors reported no remaining Global X NASDAQ-100 Covered Call ETF position as of Q1 2026 after selling out during the quarter.
ORBA Wealth Advisors sold 10,099 Global X NASDAQ-100 Covered Call ETF shares in Q1 2026, an estimated $178K.
ORBA Wealth Advisors first reported a position in Global X NASDAQ-100 Covered Call ETF in Q4 2023 and held it in 9 quarters.
ORBA Wealth Advisors's Global X NASDAQ-100 Covered Call ETF position peaked at $670K in Q4 2023.
436 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q1 2026.

Based on ORBA Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.