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

Perissos Private 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
2026
Q1 		$1.97M Sell
114,598
-9,773
-8% -$172K 1.71% 20
2025
Q4 		$2.2M Sell
124,371
-1,930
-2% -$33.6K 1.9% 16
2025
Q3 		$2.15M Sell
126,301
-5,149
-4% -$86.5K 1.56% 19
2025
Q2 		$2.2M Buy
131,450
+6,766
+5% +$111K 1.74% 16
2025
Q1 		$2.07M Buy
124,684
+3,326
+3% +$59.7K 1.89% 14
2024
Q4 		$2.21M Buy
121,358
+8,050
+7% +$147K 1.65% 19
2024
Q3 		$2.04M Buy
113,308
+5,801
+5% +$102K 1.64% 18
2024
Q2 		$1.9M Sell
107,507
-3,441
-3% -$60.8K 1.7% 17
2024
Q1 		$1.99M Buy
+110,948
New +$1.97M 1.8% 20

Other funds holding QYLD

GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $1.95B AUM 31.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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 $501B 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 $431B AUM 30.22% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $857M AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return