SBIA
QYLD icon

Sheaff Brock Investment Advisors’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Sheaff Brock Investment 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
-15,246
Closed -$278K – 476
2024
Q4 		$278K Sell
15,246
-158
-1% -$2.88K 0.02% 351
2024
Q3 		$278K Buy
15,404
+82
+0.5% +$1.45K 0.02% 341
2024
Q2 		$271K Sell
15,322
-1,758
-10% -$31K 0.03% 339
2024
Q1 		$306K Hold
17,080
– – 0.02% 351
2023
Q4 		$296K Hold
17,080
– – 0.02% 346
2023
Q3 		$286K Sell
17,080
-1,280
-7% -$22.5K 0.03% 334
2023
Q2 		$326K Hold
18,360
– – 0.03% 332
2023
Q1 		$315K Buy
18,360
+730
+4% +$12.2K 0.03% 340
2022
Q4 		$280K Buy
17,630
+500
+3% +$8.08K 0.03% 354
2022
Q3 		$268K Buy
17,130
+5,400
+46% +$94.8K 0.03% 354
2022
Q2 		$205K Sell
11,730
-4,245
-27% -$80K 0.02% 414
2022
Q1 		$335K Buy
15,975
+5,230
+49% +$108K 0.02% 350
2021
Q4 		$239K Buy
10,745
+275
+3% +$6.21K 0.02% 443
2021
Q3 		$231K Buy
10,470
+850
+9% +$19.3K 0.02% 456
2021
Q2 		$215K Buy
+9,620
New +$215K 0.02% 452

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

Sheaff Brock Investment Advisors's QYLD Position: Q1 2025 in Review

Sheaff Brock Investment Advisors sold out of Global X NASDAQ-100 Covered Call ETF (QYLD) in Q1 2025, closing a stake of 15,246 shares — an estimated $278K sold.

Sheaff Brock Investment Advisors first reported a position in QYLD in Q2 2021 and held it in 15 quarters. The position peaked at $335K in Q1 2022. 433 funds tracked by Wall St. Rank hold QYLD as of Q1 2025.

  • Sheaff Brock Investment Advisors reported no remaining Global X NASDAQ-100 Covered Call ETF position as of Q1 2025 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 15,246 Global X NASDAQ-100 Covered Call ETF shares in Q1 2025, an estimated $278K.
  • Sheaff Brock Investment Advisors first reported a position in Global X NASDAQ-100 Covered Call ETF in Q2 2021 and held it in 15 quarters.
  • Sheaff Brock Investment Advisors's Global X NASDAQ-100 Covered Call ETF position peaked at $335K in Q1 2022.
  • 433 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.