Wiser Advisor Group’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Wiser Advisor Group’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
2025 Q2	–	Sell	-2	Closed	-$29	–	204
2025 Q1	$29	Sell	2 -131	-98%	-$2.35K	﹤0.01%	274
2024 Q4	$2.42K	Buy	133 +3	+2%	+$55	﹤0.01%	232
2024 Q3	$2.34K	Buy	130 +5	+4%	+$88	﹤0.01%	235
2024 Q2	$2.21K	Buy	125 +3	+2%	+$53	﹤0.01%	255
2024 Q1	$2.19K	Buy	122 +4	+3%	+$71	﹤0.01%	265
2023 Q4	$2.04K	Buy	+118	New	+$2.01K	﹤0.01%	265

Other funds holding QYLD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GXJ

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

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 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

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

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

Wiser Advisor Group's QYLD Position: Q2 2025 in Review

Wiser Advisor Group sold out of Global X NASDAQ-100 Covered Call ETF (QYLD) in Q2 2025, closing a stake of 2 shares — an estimated $29 sold.

Wiser Advisor Group first reported a position in QYLD in Q4 2023 and held it in 6 quarters. The position peaked at $2.42K in Q4 2024. 409 funds tracked by Wall St. Rank hold QYLD as of Q2 2025.

Wiser Advisor Group reported no remaining Global X NASDAQ-100 Covered Call ETF position as of Q2 2025 after selling out during the quarter.
Wiser Advisor Group sold 2 Global X NASDAQ-100 Covered Call ETF shares in Q2 2025, an estimated $29.
Wiser Advisor Group first reported a position in Global X NASDAQ-100 Covered Call ETF in Q4 2023 and held it in 6 quarters.
Wiser Advisor Group's Global X NASDAQ-100 Covered Call ETF position peaked at $2.42K in Q4 2024.
409 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q2 2025.

Based on Wiser Advisor Group's 13F filing for Q2 2025, filed 8 Aug 2025.