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 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

GXJ

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sims Investment Management's QYLD Position: Q2 2026 in Review

Sims Investment Management reduced its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 4.8% in Q2 2026, selling an estimated $991K and leaving 1,092,989 shares worth $20.1M. The position accounts for 6.23% of the portfolio, ranked #3.

Sims Investment Management first reported a position in QYLD in Q4 2024 and has held it in 7 quarters since. 430 funds tracked by Wall St. Rank hold QYLD as of Q2 2026.

Sims Investment Management held 1,092,989 shares of Global X NASDAQ-100 Covered Call ETF worth $20.1M as of Q2 2026.
Sims Investment Management sold 55,319 Global X NASDAQ-100 Covered Call ETF shares in Q2 2026, an estimated $991K.
Global X NASDAQ-100 Covered Call ETF made up 6.23% of Sims Investment Management's portfolio in Q2 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 7 quarters since.
430 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q2 2026.

Based on Sims Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.