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Southland Equity Partners’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Southland Equity Partners’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
-11,202
Closed -$191K – 261
2025
Q3 		$191K Hold
11,202
– – 0.04% 242
2025
Q2 		$187K Sell
11,202
-11,680
-51% -$191K 0.04% 234
2025
Q1 		$381K Buy
22,882
+9,646
+73% +$173K 0.09% 150
2024
Q4 		$241K Sell
13,236
-2,160
-14% -$39.4K 0.06% 196
2024
Q3 		$278K Buy
15,396
+1,321
+9% +$23.3K 0.07% 181
2024
Q2 		$249K Buy
14,075
+3,286
+30% +$58K 0.07% 181
2024
Q1 		$193K Buy
+10,789
New +$191K 0.05% 211

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NAM
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Raymond James Financial
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Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return