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 $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

NAM

Nissay Asset Management Tokyo, Japan $23.7B AUM 45.95% 1-Year Est. Return

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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

Retirement Financial Solutions's QYLD Position: Q4 2025 in Review

Retirement Financial Solutions sold out of Global X NASDAQ-100 Covered Call ETF (QYLD) in Q4 2025, closing a stake of 35,619 shares — an estimated $606K sold.

Retirement Financial Solutions first reported a position in QYLD in Q3 2023 and held it in 9 quarters. The position peaked at $731K in Q3 2024. 430 funds tracked by Wall St. Rank hold QYLD as of Q4 2025.

Retirement Financial Solutions reported no remaining Global X NASDAQ-100 Covered Call ETF position as of Q4 2025 after selling out during the quarter.
Retirement Financial Solutions sold 35,619 Global X NASDAQ-100 Covered Call ETF shares in Q4 2025, an estimated $606K.
Retirement Financial Solutions first reported a position in Global X NASDAQ-100 Covered Call ETF in Q3 2023 and held it in 9 quarters.
Retirement Financial Solutions's Global X NASDAQ-100 Covered Call ETF position peaked at $731K in Q3 2024.
430 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q4 2025.

Based on Retirement Financial Solutions's 13F filing for Q4 2025, filed 13 Feb 2026.