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

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

Southland Equity Partners's QYLD Position: Q4 2025 in Review

Southland Equity Partners sold out of Global X NASDAQ-100 Covered Call ETF (QYLD) in Q4 2025, closing a stake of 11,202 shares — an estimated $191K sold.

Southland Equity Partners first reported a position in QYLD in Q1 2024 and held it in 7 quarters. The position peaked at $381K in Q1 2025. 430 funds tracked by Wall St. Rank hold QYLD as of Q4 2025.

Southland Equity Partners reported no remaining Global X NASDAQ-100 Covered Call ETF position as of Q4 2025 after selling out during the quarter.
Southland Equity Partners sold 11,202 Global X NASDAQ-100 Covered Call ETF shares in Q4 2025, an estimated $191K.
Southland Equity Partners first reported a position in Global X NASDAQ-100 Covered Call ETF in Q1 2024 and held it in 7 quarters.
Southland Equity Partners's Global X NASDAQ-100 Covered Call ETF position peaked at $381K in Q1 2025.
430 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q4 2025.

Based on Southland Equity Partners's 13F filing for Q4 2025, filed 14 Jan 2026.