Smart Portfolios LLC’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Smart Portfolios LLC’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 Q4	–	Sell	-70,727	Closed	-$1.2M	–	106
2025 Q3	$1.2M	Sell	70,727 -493	-0.7%	-$8.28K	1.16%	25
2025 Q2	$1.19M	Sell	71,220 -1,694	-2%	-$27.7K	1.2%	24
2025 Q1	$1.21M	Sell	72,914 -3,197	-4%	-$57.4K	1.32%	25
2024 Q4	$1.39M	Buy	76,111 +2,281	+3%	+$41.7K	1.45%	22
2024 Q3	$1.33M	Sell	73,830 -12,507	-14%	-$221K	1.36%	21
2024 Q2	$1.53M	Buy	86,337 +66,599	+337%	+$1.18M	1.54%	18
2024 Q1	$354K	Sell	19,738 -44	-0.2%	-$780	0.37%	74
2023 Q4	$354K	Sell	19,782 -176	-0.9%	-$3K	0.41%	64
2023 Q3	$335K	Sell	19,958 -216	-1%	-$3.79K	0.6%	33
2023 Q2	$358K	Buy	+20,174	New	+$352K	0.63%	34

Other funds holding QYLD

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

NAM

Nissay Asset Management Tokyo, Japan $23.7B AUM 45.95% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

Smart Portfolios LLC's QYLD Position: Q4 2025 in Review

Smart Portfolios LLC sold out of Global X NASDAQ-100 Covered Call ETF (QYLD) in Q4 2025, closing a stake of 70,727 shares — an estimated $1.2M sold.

Smart Portfolios LLC first reported a position in QYLD in Q2 2023 and held it in 10 quarters. The position peaked at $1.53M in Q2 2024. 430 funds tracked by Wall St. Rank hold QYLD as of Q4 2025.

Smart Portfolios LLC reported no remaining Global X NASDAQ-100 Covered Call ETF position as of Q4 2025 after selling out during the quarter.
Smart Portfolios LLC sold 70,727 Global X NASDAQ-100 Covered Call ETF shares in Q4 2025, an estimated $1.2M.
Smart Portfolios LLC first reported a position in Global X NASDAQ-100 Covered Call ETF in Q2 2023 and held it in 10 quarters.
Smart Portfolios LLC's Global X NASDAQ-100 Covered Call ETF position peaked at $1.53M in Q2 2024.
430 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q4 2025.

Based on Smart Portfolios LLC's 13F filing for Q4 2025, filed 30 Jan 2026.