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Triumph Capital Management’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Triumph Capital 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 		$1.08M Buy
62,980
+1,474
+2% +$25.9K 0.22% 104
2025
Q4 		$1.09M Sell
61,506
-461
-0.7% -$8.02K 0.23% 94
2025
Q3 		$1.05M Buy
61,967
+4,647
+8% +$78K 0.28% 84
2025
Q2 		$958K Buy
57,320
+31,100
+119% +$508K 0.29% 81
2025
Q1 		$436K Buy
+26,220
New +$470K 0.15% 169
2024
Q4 		– Sell
-10,603
Closed -$191K – 291
2024
Q3 		$191K Sell
10,603
-34,976
-77% -$618K 0.07% 255
2024
Q2 		$813K Sell
45,579
-71,455
-61% -$1.26M 0.32% 74
2024
Q1 		$2.1M Buy
117,034
+395
+0.3% +$7K 0.86% 28
2023
Q4 		$2.04M Buy
116,639
+5,260
+5% +$89.6K 0.87% 25
2023
Q3 		$1.87M Buy
+111,379
New +$1.95M 0.85% 27
2023
Q2 		– Sell
-25,571
Closed -$439K – 244
2023
Q1 		$439K Buy
+25,571
New +$426K 0.22% 86

Other funds holding QYLD

GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $1.95B AUM 31.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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 $501B 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 $431B AUM 30.22% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $857M AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return