Strategic Advisors’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Strategic Advisors’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	-17,900	Closed	-$304K	–	185
2025 Q3	$304K	Hold	17,900	–	–	0.05%	159
2025 Q2	$299K	Hold	17,900	–	–	0.06%	146
2025 Q1	$298K	Sell	17,900 -300	-2%	-$5.38K	0.06%	160
2024 Q4	$332K	Sell	18,200 -2,300	-11%	-$42K	0.06%	162
2024 Q3	$370K	Sell	20,500 -2,900	-12%	-$51.2K	0.07%	159
2024 Q2	$413K	Sell	23,400 -1,300	-5%	-$23K	0.08%	148
2024 Q1	$442K	Sell	24,700 -400	-2%	-$7.09K	0.09%	148
2023 Q4	$435K	Sell	25,100 -1,200	-5%	-$20.5K	0.08%	145
2023 Q3	$441K	Buy	+26,300	New	+$462K	0.09%	141

Other funds holding QYLD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Strategic Advisors's QYLD Position: Q4 2025 in Review

Strategic Advisors sold out of Global X NASDAQ-100 Covered Call ETF (QYLD) in Q4 2025, closing a stake of 17,900 shares — an estimated $304K sold.

Strategic Advisors first reported a position in QYLD in Q3 2023 and held it in 9 quarters. The position peaked at $442K in Q1 2024. 428 funds tracked by Wall St. Rank hold QYLD as of Q4 2025.

Strategic Advisors reported no remaining Global X NASDAQ-100 Covered Call ETF position as of Q4 2025 after selling out during the quarter.
Strategic Advisors sold 17,900 Global X NASDAQ-100 Covered Call ETF shares in Q4 2025, an estimated $304K.
Strategic Advisors first reported a position in Global X NASDAQ-100 Covered Call ETF in Q3 2023 and held it in 9 quarters.
Strategic Advisors's Global X NASDAQ-100 Covered Call ETF position peaked at $442K in Q1 2024.
428 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q4 2025.

Based on Strategic Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.