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

Strategic Advocates’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 Q1	$51.6K	Sell	3,010 -542	-15%	-$9.54K	0.23%	76
2025 Q4	$63K	Hold	3,552	–	–	0.02%	181
2025 Q3	$60.4K	Buy	+3,552	New	+$59.7K	0.02%	189
2024 Q2	–	Sell	-14,685	Closed	-$263K	–	136
2024 Q1	$263K	Sell	14,685 -8,771	-37%	-$155K	0.1%	105
2023 Q4	$407K	Sell	23,456 -5,859	-20%	-$99.9K	0.17%	91
2023 Q3	$492K	Buy	+29,315	New	+$514K	0.23%	82

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 $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

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

FWM

Foguth Wealth Management Brighton, Michigan $857M AUM

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

Strategic Advocates's QYLD Position: Q1 2026 in Review

Strategic Advocates reduced its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 15% in Q1 2026, selling an estimated $9.54K and leaving 3,010 shares worth $51.6K. The position accounts for 0.23% of the portfolio, ranked #76.

Strategic Advocates first reported a position in QYLD in Q3 2023 and has held it in 6 quarters since. The position peaked at $492K in Q3 2023. 433 funds tracked by Wall St. Rank hold QYLD as of Q1 2026.

Strategic Advocates held 3,010 shares of Global X NASDAQ-100 Covered Call ETF worth $51.6K as of Q1 2026.
Strategic Advocates sold 542 Global X NASDAQ-100 Covered Call ETF shares in Q1 2026, an estimated $9.54K.
Global X NASDAQ-100 Covered Call ETF made up 0.23% of Strategic Advocates's portfolio in Q1 2026, its #76 holding.
Strategic Advocates first reported a position in Global X NASDAQ-100 Covered Call ETF in Q3 2023 and has held it in 6 quarters since.
Strategic Advocates's Global X NASDAQ-100 Covered Call ETF position peaked at $492K in Q3 2023.
433 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q1 2026.

Based on Strategic Advocates's 13F filing for Q1 2026, filed 15 May 2026.