WAP
QYLD icon

Wealthcare Advisory Partners’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Wealthcare Advisory Partners’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
Q2 		$207K Sell
11,221
-1,100
-9% -$19.7K ﹤0.01% 1032
2026
Q1 		$211K Buy
12,321
+1,588
+15% +$27.9K ﹤0.01% 1006
2025
Q4 		$190K Sell
10,733
-5,648
-34% -$98.3K ﹤0.01% 1024
2025
Q3 		$279K Sell
16,381
-741
-4% -$12.4K 0.01% 883
2025
Q2 		$286K Buy
17,122
+350
+2% +$5.72K 0.01% 805
2025
Q1 		$279K Sell
16,772
-864
-5% -$15.5K 0.01% 765
2024
Q4 		$321K Sell
17,636
-529
-3% -$9.66K 0.01% 689
2024
Q3 		$328K Sell
18,165
-678
-4% -$12K 0.01% 687
2024
Q2 		$333K Sell
18,843
-6,539
-26% -$115K 0.01% 646
2024
Q1 		$455K Buy
25,382
+6,708
+36% +$119K 0.01% 558
2023
Q4 		$324K Sell
18,674
-2,718
-13% -$46.3K 0.01% 587
2023
Q3 		$359K Sell
21,392
-843
-4% -$14.8K 0.02% 512
2023
Q2 		$395K Sell
22,235
-1,254
-5% -$21.9K 0.02% 496
2023
Q1 		$403K Buy
23,489
+588
+3% +$9.8K 0.02% 508
2022
Q4 		$364K Sell
22,901
-1,931
-8% -$31.2K 0.02% 492
2022
Q3 		$389K Buy
24,832
+1,799
+8% +$31.6K 0.02% 424
2022
Q2 		$402K Sell
23,033
-2,398
-9% -$45.2K 0.02% 372
2022
Q1 		$533K Buy
25,431
+3,495
+16% +$72.2K 0.03% 299
2021
Q4 		$487K Buy
21,936
+2,370
+12% +$53.5K 0.03% 322
2021
Q3 		$432K Sell
19,566
-1,442
-7% -$32.7K 0.03% 346
2021
Q2 		$471K Buy
21,008
+7,972
+61% +$178K 0.03% 329
2021
Q1 		$294K Sell
13,036
-156
-1% -$3.56K 0.02% 401
2020
Q4 		$301K Sell
13,192
-14,650
-53% -$324K 0.03% 320
2020
Q3 		$600K Sell
27,842
-26,422
-49% -$571K 0.07% 181
2020
Q2 		$1.14M Sell
54,264
-59,545
-52% -$1.21M 0.14% 89
2020
Q1 		$2.19M Buy
113,809
+1,540
+1% +$34.3K 0.32% 41
2019
Q4 		$2.65M Buy
112,269
+2,228
+2% +$51.7K 0.34% 37
2019
Q3 		$2.49M Buy
110,041
+7,207
+7% +$165K 0.36% 37
2019
Q2 		$2.34M Buy
102,834
+27,846
+37% +$631K 0.37% 34
2019
Q1 		$1.7M Buy
74,988
+48,081
+179% +$1.07M 0.29% 50
2018
Q4 		$573K Buy
26,907
+4,615
+21% +$107K 0.11% 109
2018
Q3 		$560K Buy
22,292
+1,792
+9% +$44.7K 0.1% 108
2018
Q2 		$493K Buy
20,500
+2,405
+13% +$58.5K 0.1% 122
2018
Q1 		$431K Buy
18,095
+3,739
+26% +$92.5K 0.1% 117
2017
Q4 		$352K Buy
14,356
+3,443
+32% +$84K 0.09% 125
2017
Q3 		$261K Buy
+10,913
New +$260K 0.08% 125

Other funds holding QYLD

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
RFN
RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return
AMG
APS Management Group Torrance, California $130M AUM 17.26% 1-Year Est. Return
KCFA
Key Client Fiduciary Advisors Fairfield, New Jersey $343M AUM 35.3% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return