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

Westmount 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
Q1 		– Sell
-24,562
Closed -$434K – 276
2025
Q4 		$434K Hold
24,562
– – 0.11% 151
2025
Q3 		$419K Buy
24,562
+117
+0.5% +$1.97K 0.11% 151
2025
Q2 		$409K Buy
24,445
+2,647
+12% +$43.2K 0.11% 148
2025
Q1 		$363K Buy
+21,798
New +$391K 0.11% 158

Other funds holding QYLD

GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Westmount Partners's QYLD Position: Q1 2026 in Review

Westmount Partners sold out of Global X NASDAQ-100 Covered Call ETF (QYLD) in Q1 2026, closing a stake of 24,562 shares — an estimated $434K sold.

Westmount Partners first reported a position in QYLD in Q1 2025 and held it in 4 quarters. The position peaked at $434K in Q4 2025. 436 funds tracked by Wall St. Rank hold QYLD as of Q1 2026.

  • Westmount Partners reported no remaining Global X NASDAQ-100 Covered Call ETF position as of Q1 2026 after selling out during the quarter.
  • Westmount Partners sold 24,562 Global X NASDAQ-100 Covered Call ETF shares in Q1 2026, an estimated $434K.
  • Westmount Partners first reported a position in Global X NASDAQ-100 Covered Call ETF in Q1 2025 and held it in 4 quarters.
  • Westmount Partners's Global X NASDAQ-100 Covered Call ETF position peaked at $434K in Q4 2025.
  • 436 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q1 2026.

Based on Westmount Partners's 13F filing for Q1 2026, filed 16 Apr 2026.