Wealthspire Advisors (New York)’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Wealthspire Advisors (New York)’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
2024 Q4	–	Sell	-16,412	Closed	-$296K	–	830
2024 Q3	$296K	Hold	16,412	–	–	﹤0.01%	623
2024 Q2	$290K	Buy	16,412 +412	+3%	+$7.28K	﹤0.01%	548
2024 Q1	$287K	Sell	16,000 -9,000	-36%	-$160K	﹤0.01%	530
2023 Q4	$434K	Hold	25,000	–	–	0.01%	438
2023 Q3	$419K	Sell	25,000 -5,000	-17%	-$87.7K	0.01%	424
2023 Q2	$533K	Hold	30,000	–	–	0.01%	347
2023 Q1	$515K	Buy	30,000 +12,000	+67%	+$200K	0.01%	352
2022 Q4	$286K	Buy	+18,000	New	+$291K	0.01%	466

Other funds holding QYLD

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

GXJ

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 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

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wealthspire Advisors (New York)'s QYLD Position: Q4 2024 in Review

Wealthspire Advisors (New York) sold out of Global X NASDAQ-100 Covered Call ETF (QYLD) in Q4 2024, closing a stake of 16,412 shares — an estimated $296K sold.

Wealthspire Advisors (New York) first reported a position in QYLD in Q4 2022 and held it in 8 quarters. The position peaked at $533K in Q2 2023. 431 funds tracked by Wall St. Rank hold QYLD as of Q4 2024.

Wealthspire Advisors (New York) reported no remaining Global X NASDAQ-100 Covered Call ETF position as of Q4 2024 after selling out during the quarter.
Wealthspire Advisors (New York) sold 16,412 Global X NASDAQ-100 Covered Call ETF shares in Q4 2024, an estimated $296K.
Wealthspire Advisors (New York) first reported a position in Global X NASDAQ-100 Covered Call ETF in Q4 2022 and held it in 8 quarters.
Wealthspire Advisors (New York)'s Global X NASDAQ-100 Covered Call ETF position peaked at $533K in Q2 2023.
431 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q4 2024.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2024, filed 4 Feb 2025.