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

Valeo Financial 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
2026 Q1	–	Sell	-23,820	Closed	-$421K	–	866
2025 Q4	$421K	Buy	+23,820	New	+$415K	0.01%	510
2025 Q3	–	Sell	-19,735	Closed	-$330K	–	877
2025 Q2	$330K	Buy	+19,735	New	+$322K	0.01%	550
2023 Q2	–	Sell	-10,763	Closed	-$185K	–	661
2023 Q1	$185K	Buy	+10,763	New	+$179K	0.01%	559

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

Valeo Financial Advisors's QYLD Position: Q1 2026 in Review

Valeo Financial Advisors sold out of Global X NASDAQ-100 Covered Call ETF (QYLD) in Q1 2026, closing a stake of 23,820 shares — an estimated $421K sold.

Valeo Financial Advisors first reported a position in QYLD in Q1 2023 and held it in 3 quarters. The position peaked at $421K in Q4 2025. 433 funds tracked by Wall St. Rank hold QYLD as of Q1 2026.

Valeo Financial Advisors reported no remaining Global X NASDAQ-100 Covered Call ETF position as of Q1 2026 after selling out during the quarter.
Valeo Financial Advisors sold 23,820 Global X NASDAQ-100 Covered Call ETF shares in Q1 2026, an estimated $421K.
Valeo Financial Advisors first reported a position in Global X NASDAQ-100 Covered Call ETF in Q1 2023 and held it in 3 quarters.
Valeo Financial Advisors's Global X NASDAQ-100 Covered Call ETF position peaked at $421K in Q4 2025.
433 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q1 2026.

Based on Valeo Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.