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Savvy Advisors Inc’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Savvy Advisors Inc’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 		$190K Sell
11,067
-2,750
-20% -$48.4K 0.01% 1069
2025
Q4 		$244K Buy
+13,817
New +$240K 0.01% 866

Other funds holding QYLD

GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B 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 $530B 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 $432B AUM 30.22% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Savvy Advisors Inc's QYLD Position: Q1 2026 in Review

Savvy Advisors Inc reduced its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 20% in Q1 2026, selling an estimated $48.4K and leaving 11,067 shares worth $190K. The position accounts for 0.01% of the portfolio, ranked #1069.

Savvy Advisors Inc first reported a position in QYLD in Q4 2025 and has held it in 2 quarters since. The position peaked at $244K in Q4 2025. 434 funds tracked by Wall St. Rank hold QYLD as of Q1 2026.

  • Savvy Advisors Inc held 11,067 shares of Global X NASDAQ-100 Covered Call ETF worth $190K as of Q1 2026.
  • Savvy Advisors Inc sold 2,750 Global X NASDAQ-100 Covered Call ETF shares in Q1 2026, an estimated $48.4K.
  • Global X NASDAQ-100 Covered Call ETF made up 0.01% of Savvy Advisors Inc's portfolio in Q1 2026, its #1069 holding.
  • Savvy Advisors Inc first reported a position in Global X NASDAQ-100 Covered Call ETF in Q4 2025 and has held it in 2 quarters since.
  • Savvy Advisors Inc's Global X NASDAQ-100 Covered Call ETF position peaked at $244K in Q4 2025.
  • 434 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.