Sims Investment Management’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Sims Investment Management’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 Q3	$22M	Buy	1,186,480 +93,491	+9%	+$1.7M	6.87%	3
2026 Q2	$20.1M	Sell	1,092,989 -55,319	-5%	-$991K	6.23%	3
2026 Q1	$19.7M	Buy	1,148,308 +37,203	+3%	+$655K	7.24%	3
2025 Q4	$19.6M	Buy	1,111,105 +20,450	+2%	+$356K	6.94%	3
2025 Q3	$18.6M	Buy	1,090,655 +61,657	+6%	+$1.04M	6.71%	3
2025 Q2	$17.2M	Buy	1,028,998 +38,562	+4%	+$630K	6.92%	3
2025 Q1	$16.5M	Buy	990,436 +234,990	+31%	+$4.22M	7.36%	4
2024 Q4	$13.8M	Buy	+755,446	New	+$13.8M	7.78%	3

Other funds holding QYLD

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

UIA

Ulland Investment Advisors Minneapolis, Minnesota $142M AUM 22.97% 1-Year Est. Return

AMG

APS Management Group Torrance, California $139M AUM 6.66% 1-Year Est. Return

HAG

HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Sims Investment Management's QYLD Position: Q3 2026 in Review

Sims Investment Management increased its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 8.6% in Q3 2026, buying an estimated $1.7M and bringing the position to 1,186,480 shares worth $22M. The position accounts for 6.87% of the portfolio, ranked #3.

Sims Investment Management first reported a position in QYLD in Q4 2024 and has held it in 8 quarters since. 51 funds tracked by Wall St. Rank hold QYLD as of Q3 2026.

Sims Investment Management held 1,186,480 shares of Global X NASDAQ-100 Covered Call ETF worth $22M as of Q3 2026.
Sims Investment Management bought 93,491 Global X NASDAQ-100 Covered Call ETF shares in Q3 2026, an estimated $1.7M.
Global X NASDAQ-100 Covered Call ETF made up 6.87% of Sims Investment Management's portfolio in Q3 2026, its #3 holding.
Sims Investment Management first reported a position in Global X NASDAQ-100 Covered Call ETF in Q4 2024 and has held it in 8 quarters since.
51 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q3 2026.

Based on Sims Investment Management's 13F filing for Q3 2026, filed 13 Oct 2026.