Winnow Wealth’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Winnow Wealth’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	-15,205	Closed	-$274K	–	454
2025 Q4	$274K	Sell	15,205 -3,480	-19%	-$60.6K	0.2%	92
2025 Q3	$336K	Buy	+18,685	New	+$314K	0.26%	83
2025 Q2	–	Sell	-29,912	Closed	-$497K	–	562
2025 Q1	$497K	Sell	29,912 -49,441	-62%	-$887K	0.46%	68
2024 Q4	$1.45M	Buy	+79,353	New	+$1.45M	1.43%	11

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

Winnow Wealth's QYLD Position: Q1 2026 in Review

Winnow Wealth sold out of Global X NASDAQ-100 Covered Call ETF (QYLD) in Q1 2026, closing a stake of 15,205 shares — an estimated $274K sold.

Winnow Wealth first reported a position in QYLD in Q4 2024 and held it in 4 quarters. The position peaked at $1.45M in Q4 2024. 433 funds tracked by Wall St. Rank hold QYLD as of Q1 2026.

Winnow Wealth reported no remaining Global X NASDAQ-100 Covered Call ETF position as of Q1 2026 after selling out during the quarter.
Winnow Wealth sold 15,205 Global X NASDAQ-100 Covered Call ETF shares in Q1 2026, an estimated $274K.
Winnow Wealth first reported a position in Global X NASDAQ-100 Covered Call ETF in Q4 2024 and held it in 4 quarters.
Winnow Wealth's Global X NASDAQ-100 Covered Call ETF position peaked at $1.45M in Q4 2024.
433 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q1 2026.

Based on Winnow Wealth's 13F filing for Q1 2026, filed 19 May 2026.