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

Tortuga Wealth Management’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 		$852K Sell
49,672
-1,013
-2% -$17.8K 0.8% 31
2025
Q4 		$896K Buy
+50,685
New +$882K 0.94% 27

Other funds holding QYLD

GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Tortuga Wealth Management's QYLD Position: Q1 2026 in Review

Tortuga Wealth Management reduced its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 2% in Q1 2026, selling an estimated $17.8K and leaving 49,672 shares worth $852K. The position accounts for 0.8% of the portfolio, ranked #31.

Tortuga Wealth Management first reported a position in QYLD in Q4 2025 and has held it in 2 quarters since. The position peaked at $896K in Q4 2025. 434 funds tracked by Wall St. Rank hold QYLD as of Q1 2026.

  • Tortuga Wealth Management held 49,672 shares of Global X NASDAQ-100 Covered Call ETF worth $852K as of Q1 2026.
  • Tortuga Wealth Management sold 1,013 Global X NASDAQ-100 Covered Call ETF shares in Q1 2026, an estimated $17.8K.
  • Global X NASDAQ-100 Covered Call ETF made up 0.8% of Tortuga Wealth Management's portfolio in Q1 2026, its #31 holding.
  • Tortuga Wealth Management first reported a position in Global X NASDAQ-100 Covered Call ETF in Q4 2025 and has held it in 2 quarters since.
  • Tortuga Wealth Management's Global X NASDAQ-100 Covered Call ETF position peaked at $896K in Q4 2025.
  • 434 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q1 2026.

Based on Tortuga Wealth Management's 13F filing for Q1 2026, filed 17 Jul 2026.