PBMares Wealth Management’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

PBMares Wealth Management’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	$255K	Buy	+14,980	New	+$252K	0.04%	172

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

PBMares Wealth Management's QYLD Position: Q3 2025 in Review

PBMares Wealth Management opened a new position in Global X NASDAQ-100 Covered Call ETF (QYLD) in Q3 2025: 14,980 shares worth $255K. The stake represents 0.04% of the portfolio and ranks #172 among its holdings.

410 funds tracked by Wall St. Rank hold QYLD as of Q3 2025.

PBMares Wealth Management held 14,980 shares of Global X NASDAQ-100 Covered Call ETF worth $255K as of Q3 2025.
Global X NASDAQ-100 Covered Call ETF was a new PBMares Wealth Management position in Q3 2025.
Global X NASDAQ-100 Covered Call ETF made up 0.04% of PBMares Wealth Management's portfolio in Q3 2025, its #172 holding.
410 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q3 2025.

Based on PBMares Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.