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 Q2	$2.09M	Sell	113,214 -1,384	-1%	-$24.8K	1.41%	24
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 $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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Perissos Private Wealth Management's QYLD Position: Q2 2026 in Review

Perissos Private Wealth Management reduced its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 1.2% in Q2 2026, selling an estimated $24.8K and leaving 113,214 shares worth $2.09M. The position accounts for 1.41% of the portfolio, ranked #24.

Perissos Private Wealth Management first reported a position in QYLD in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.21M in Q4 2024. 430 funds tracked by Wall St. Rank hold QYLD as of Q2 2026.

Perissos Private Wealth Management held 113,214 shares of Global X NASDAQ-100 Covered Call ETF worth $2.09M as of Q2 2026.
Perissos Private Wealth Management sold 1,384 Global X NASDAQ-100 Covered Call ETF shares in Q2 2026, an estimated $24.8K.
Global X NASDAQ-100 Covered Call ETF made up 1.41% of Perissos Private Wealth Management's portfolio in Q2 2026, its #24 holding.
Perissos Private Wealth Management first reported a position in Global X NASDAQ-100 Covered Call ETF in Q1 2024 and has held it in 10 quarters since.
Perissos Private Wealth Management's Global X NASDAQ-100 Covered Call ETF position peaked at $2.21M in Q4 2024.
430 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q2 2026.

Based on Perissos Private Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.