Retirement Financial Solutions’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Retirement Financial Solutions’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 Q4	–	Sell	-35,619	Closed	-$606K	–	52
2025 Q3	$606K	Buy	35,619 +2,481	+7%	+$41.7K	0.19%	35
2025 Q2	$554K	Sell	33,138 -1,978	-6%	-$32.3K	0.2%	34
2025 Q1	$584K	Buy	35,116 +9,425	+37%	+$169K	0.23%	33
2024 Q4	$468K	Sell	25,691 -14,827	-37%	-$271K	0.25%	28
2024 Q3	$731K	Buy	40,518 +732	+2%	+$12.9K	0.32%	26
2024 Q2	$703K	Buy	39,786 +6,512	+20%	+$115K	0.33%	27
2024 Q1	$596K	Sell	33,274 -5,655	-15%	-$100K	0.31%	28
2023 Q4	$675K	Buy	38,929 +11,790	+43%	+$201K	0.38%	25
2023 Q3	$455K	Buy	+27,139	New	+$476K	0.31%	29

Other funds holding QYLD

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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 San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return