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

Westend 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	$406K	Sell	23,660 -10,145	-30%	-$179K	0.12%	34
2025 Q4	$597K	Hold	33,805	–	–	0.17%	29
2025 Q3	$575K	Buy	33,805 +1,568	+5%	+$26.3K	0.17%	27
2025 Q2	$539K	Buy	32,237 +585	+2%	+$9.56K	0.17%	32
2025 Q1	$526K	Buy	31,652 +3,633	+13%	+$65.2K	0.2%	30
2024 Q4	$511K	Buy	28,019 +13,850	+98%	+$253K	0.15%	32
2024 Q3	$256K	Sell	14,169 -510	-3%	-$9.01K	0.09%	42
2024 Q2	$261K	Buy	14,679 +1,942	+15%	+$34.3K	0.09%	35
2024 Q1	$228K	Buy	+12,737	New	+$226K	0.09%	38

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

Westend Capital Management's QYLD Position: Q1 2026 in Review

Westend Capital Management reduced its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 30% in Q1 2026, selling an estimated $179K and leaving 23,660 shares worth $406K. The position accounts for 0.12% of the portfolio, ranked #34.

Westend Capital Management first reported a position in QYLD in Q1 2024 and has held it in 9 quarters since. The position peaked at $597K in Q4 2025. 433 funds tracked by Wall St. Rank hold QYLD as of Q1 2026.

Westend Capital Management held 23,660 shares of Global X NASDAQ-100 Covered Call ETF worth $406K as of Q1 2026.
Westend Capital Management sold 10,145 Global X NASDAQ-100 Covered Call ETF shares in Q1 2026, an estimated $179K.
Global X NASDAQ-100 Covered Call ETF made up 0.12% of Westend Capital Management's portfolio in Q1 2026, its #34 holding.
Westend Capital Management first reported a position in Global X NASDAQ-100 Covered Call ETF in Q1 2024 and has held it in 9 quarters since.
Westend Capital Management's Global X NASDAQ-100 Covered Call ETF position peaked at $597K in Q4 2025.
433 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q1 2026.

Based on Westend Capital Management's 13F filing for Q1 2026, filed 14 Apr 2026.