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Patten Group’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Patten 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
2026
Q1 		$241K Sell
14,037
-3,463
-20% -$60.9K 0.04% 276
2025
Q4 		$309K Sell
17,500
-25,953
-60% -$452K 0.06% 248
2025
Q3 		$739K Buy
43,453
+4,890
+13% +$82.1K 0.14% 155
2025
Q2 		$645K Sell
38,563
-19,331
-33% -$316K 0.14% 156
2025
Q1 		$963K Sell
57,894
-27,487
-32% -$493K 0.22% 129
2024
Q4 		$1.56M Buy
85,381
+10,793
+14% +$197K 0.34% 88
2024
Q3 		$1.35M Buy
74,588
+40,635
+120% +$717K 0.3% 102
2024
Q2 		$600K Buy
33,953
+5,266
+18% +$93K 0.14% 156
2024
Q1 		$514K Buy
28,687
+837
+3% +$14.8K 0.13% 162
2023
Q4 		$483K Buy
27,850
+4,980
+22% +$84.9K 0.13% 162
2023
Q3 		$384K Buy
22,870
+4,648
+26% +$81.6K 0.11% 172
2023
Q2 		$323K Buy
18,222
+5,406
+42% +$94.3K 0.05% 194
2023
Q1 		$220K Sell
12,816
-2,640
-17% -$44K 0.07% 227
2022
Q4 		$246K Sell
15,456
-5,321
-26% -$86K 0.08% 215
2022
Q3 		$328K Sell
20,777
-2,369
-10% -$41.6K 0.11% 191
2022
Q2 		$411K Hold
23,146
– – 0.13% 167
2022
Q1 		$485K Buy
23,146
+776
+3% +$16K 0.14% 162
2021
Q4 		$496K Buy
22,370
+8,601
+62% +$194K 0.13% 168
2021
Q3 		$304K Buy
13,769
+3,449
+33% +$78.2K 0.09% 205
2021
Q2 		$231K Buy
+10,320
New +$231K 0.07% 240

Other funds holding QYLD

GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Carson Wealth (CWM LLC)
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Patten Group's QYLD Position: Q1 2026 in Review

Patten Group reduced its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 20% in Q1 2026, selling an estimated $60.9K and leaving 14,037 shares worth $241K. The position accounts for 0.04% of the portfolio, ranked #276.

Patten Group first reported a position in QYLD in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.56M in Q4 2024. 434 funds tracked by Wall St. Rank hold QYLD as of Q1 2026.

  • Patten Group held 14,037 shares of Global X NASDAQ-100 Covered Call ETF worth $241K as of Q1 2026.
  • Patten Group sold 3,463 Global X NASDAQ-100 Covered Call ETF shares in Q1 2026, an estimated $60.9K.
  • Global X NASDAQ-100 Covered Call ETF made up 0.04% of Patten Group's portfolio in Q1 2026, its #276 holding.
  • Patten Group first reported a position in Global X NASDAQ-100 Covered Call ETF in Q2 2021 and has held it in 20 quarters since.
  • Patten Group's Global X NASDAQ-100 Covered Call ETF position peaked at $1.56M in Q4 2024.
  • 434 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q1 2026.

Based on Patten Group's 13F filing for Q1 2026, filed 24 Apr 2026.