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SVB Wealth’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

SVB Wealth’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
Q3 		– Sell
-18,812
Closed -$315K – 423
2025
Q2 		$315K Buy
+18,812
New +$307K 0.02% 357
2025
Q1 		– Sell
-19,513
Closed -$356K – 1724
2024
Q4 		$356K Buy
+19,513
New +$356K 0.01% 505

Other funds holding QYLD

GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

SVB Wealth's QYLD Position: Q3 2025 in Review

SVB Wealth sold out of Global X NASDAQ-100 Covered Call ETF (QYLD) in Q3 2025, closing a stake of 18,812 shares — an estimated $315K sold.

SVB Wealth first reported a position in QYLD in Q4 2024 and held it in 2 quarters. The position peaked at $356K in Q4 2024. 410 funds tracked by Wall St. Rank hold QYLD as of Q3 2025.

  • SVB Wealth reported no remaining Global X NASDAQ-100 Covered Call ETF position as of Q3 2025 after selling out during the quarter.
  • SVB Wealth sold 18,812 Global X NASDAQ-100 Covered Call ETF shares in Q3 2025, an estimated $315K.
  • SVB Wealth first reported a position in Global X NASDAQ-100 Covered Call ETF in Q4 2024 and held it in 2 quarters.
  • SVB Wealth's Global X NASDAQ-100 Covered Call ETF position peaked at $356K in Q4 2024.
  • 410 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q3 2025.

Based on SVB Wealth's 13F filing for Q3 2025, filed 6 Nov 2025.