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Semmax Financial Advisors’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Semmax Financial 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
2025
Q1 		– Sell
-300
Closed -$5.63K – 435
2024
Q4 		$5.63K Buy
+300
New +$5.48K ﹤0.01% 253

Other funds holding QYLD

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
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 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
NAM
Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

Semmax Financial Advisors's QYLD Position: Q1 2025 in Review

Semmax Financial Advisors sold out of Global X NASDAQ-100 Covered Call ETF (QYLD) in Q1 2025, closing a stake of 300 shares — an estimated $5.63K sold.

Semmax Financial Advisors first reported a position in QYLD in Q4 2024 and held it in 1 quarter. The position peaked at $5.63K in Q4 2024. 433 funds tracked by Wall St. Rank hold QYLD as of Q1 2025.

  • Semmax Financial Advisors reported no remaining Global X NASDAQ-100 Covered Call ETF position as of Q1 2025 after selling out during the quarter.
  • Semmax Financial Advisors sold 300 Global X NASDAQ-100 Covered Call ETF shares in Q1 2025, an estimated $5.63K.
  • Semmax Financial Advisors first reported a position in Global X NASDAQ-100 Covered Call ETF in Q4 2024 and held it in 1 quarter.
  • Semmax Financial Advisors's Global X NASDAQ-100 Covered Call ETF position peaked at $5.63K in Q4 2024.
  • 433 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q1 2025.

Based on Semmax Financial Advisors's 13F filing for Q1 2025, filed 16 May 2025.