&Partners’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

&Partners’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	$2.37M	Sell	138,465 -17,784	-11%	-$313K	0.01%	827
2025 Q4	$2.76M	Buy	156,249 +80,154	+105%	+$1.4M	0.01%	714
2025 Q3	$1.29M	Sell	76,095 -74,038	-49%	-$1.24M	0.01%	967
2025 Q2	$2.51M	Buy	150,133 +10,215	+7%	+$167K	0.02%	582
2025 Q1	$2.33M	Buy	139,918 +112,651	+413%	+$2.02M	0.02%	490
2024 Q4	$499K	Buy	27,267 +1,823	+7%	+$33.3K	0.01%	1077
2024 Q3	$459K	Buy	25,444 +1,876	+8%	+$33.1K	0.01%	911
2024 Q2	$416K	Buy	23,568 +10,688	+83%	+$189K	0.02%	604
2024 Q1	$231K	Sell	12,880 -52,838	-80%	-$937K	0.03%	425
2023 Q4	$1.14M	Buy	65,718 +54,238	+472%	+$924K	0.28%	84
2023 Q3	$193K	Hold	11,480	–	–	0.09%	167
2023 Q2	$204K	Hold	11,480	–	–	0.09%	173
2023 Q1	$197K	Hold	11,480	–	–	0.09%	167
2022 Q4	$183K	Hold	11,480	–	–	0.09%	171
2022 Q3	$180K	Hold	11,480	–	–	0.1%	169
2022 Q2	$201K	Buy	+11,480	New	+$216K	0.12%	170

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

&Partners's QYLD Position: Q1 2026 in Review

&Partners reduced its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 11% in Q1 2026, selling an estimated $313K and leaving 138,465 shares worth $2.37M. The position accounts for 0.01% of the portfolio, ranked #827.

&Partners first reported a position in QYLD in Q2 2022 and has held it in 16 quarters since. The position peaked at $2.76M in Q4 2025. 433 funds tracked by Wall St. Rank hold QYLD as of Q1 2026.

&Partners held 138,465 shares of Global X NASDAQ-100 Covered Call ETF worth $2.37M as of Q1 2026.
&Partners sold 17,784 Global X NASDAQ-100 Covered Call ETF shares in Q1 2026, an estimated $313K.
Global X NASDAQ-100 Covered Call ETF made up 0.01% of &Partners's portfolio in Q1 2026, its #827 holding.
&Partners first reported a position in Global X NASDAQ-100 Covered Call ETF in Q2 2022 and has held it in 16 quarters since.
&Partners's Global X NASDAQ-100 Covered Call ETF position peaked at $2.76M in Q4 2025.
433 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.