Prevail Innovative Wealth Advisors’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Prevail Innovative Wealth Advisors’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	$218K	Sell	12,728 -220,350	-95%	-$3.88M	0.04%	170
2025 Q4	$4.12M	Buy	233,078 +41,620	+22%	+$724K	0.74%	47
2025 Q3	$3.26M	Buy	191,458 +40,381	+27%	+$678K	0.63%	50
2025 Q2	$2.53M	Buy	151,077 +18,893	+14%	+$309K	0.57%	57
2025 Q1	$2.2M	Sell	132,184 -97,871	-43%	-$1.76M	0.59%	54
2024 Q4	$4.19M	Buy	230,055 +68,122	+42%	+$1.24M	1.21%	21
2024 Q3	$2.92M	Buy	161,933 +5,282	+3%	+$93.3K	0.89%	42
2024 Q2	$2.77M	Buy	156,651 +42,914	+38%	+$758K	0.98%	42
2024 Q1	$2.04M	Buy	113,737 +96,231	+550%	+$1.71M	0.76%	58
2023 Q4	$304K	Buy	17,506 +493	+3%	+$8.4K	0.14%	114
2023 Q3	$285K	Sell	17,013 -435,423	-96%	-$7.64M	0.15%	109
2023 Q2	$8.03M	Buy	+452,436	New	+$7.9M	4.4%	3

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

Prevail Innovative Wealth Advisors's QYLD Position: Q1 2026 in Review

Prevail Innovative Wealth Advisors reduced its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 95% in Q1 2026, selling an estimated $3.88M and leaving 12,728 shares worth $218K. The position accounts for 0.04% of the portfolio, ranked #170.

Prevail Innovative Wealth Advisors first reported a position in QYLD in Q2 2023 and has held it in 12 quarters since. The position peaked at $8.03M in Q2 2023. 433 funds tracked by Wall St. Rank hold QYLD as of Q1 2026.

Prevail Innovative Wealth Advisors held 12,728 shares of Global X NASDAQ-100 Covered Call ETF worth $218K as of Q1 2026.
Prevail Innovative Wealth Advisors sold 220,350 Global X NASDAQ-100 Covered Call ETF shares in Q1 2026, an estimated $3.88M.
Global X NASDAQ-100 Covered Call ETF made up 0.04% of Prevail Innovative Wealth Advisors's portfolio in Q1 2026, its #170 holding.
Prevail Innovative Wealth Advisors first reported a position in Global X NASDAQ-100 Covered Call ETF in Q2 2023 and has held it in 12 quarters since.
Prevail Innovative Wealth Advisors's Global X NASDAQ-100 Covered Call ETF position peaked at $8.03M in Q2 2023.
433 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q1 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.