Westend Capital Management, LLC QYLD — GLOBAL X NASDAQ 100 COVERED CALL ETF

Ownership history in Westend Capital Management, LLC  ·  9 quarters on record

AI Ownership Summary

Westend Capital Management, LLC reported GLOBAL X NASDAQ 100 COVERED CALL ETF (QYLD) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.2% in 2025 Q1. The latest visible filing shows QYLD at 0.12% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this QYLD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Westend Capital Management, LLC's position in GLOBAL X NASDAQ 100 COVERED CALL ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

QYLD was reported at 0.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.2% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

QYLD stock page Westend Capital Management, LLC fund profile Westend Capital Management, LLC full holdings
How Westend Capital Management, LLC held QYLD — position size vs. price
% of Fund (quarterly)    QYLD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 23,660 -10,145 -30.0% 0.12% $406K 2026-04-14 $17.28
2025 Q4 UNCHANGED — — — 33,805 — 0% 0.17% $597K 2026-01-15 $17.01
2025 Q3 ADDED — — — 33,805 +1,568 +4.9% 0.17% $575K 2025-10-17 $15.94
2025 Q2 ADDED — — — 32,237 +585 +1.8% 0.17% $539K 2025-07-14 $15.04
2025 Q1 ADDED — — — 31,652 +3,633 +13.0% 0.20% $526K 2025-04-24 $14.20
2024 Q4 ADDED — — — 28,019 +13,850 +97.7% 0.15% $511K 2025-01-15 $15.62
2024 Q3 REDUCED — — — 14,169 -510 -3.5% 0.09% $256K 2024-10-10 $14.77
2024 Q2 ADDED — — — 14,679 +1,942 +15.2% 0.09% $261K 2024-07-08 $14.13
2024 Q1 INITIATED — — — 12,737 — — 0.09% $228K 2024-04-12 $13.75

🏢 Other funds also holding QYLD

As of 2026 Q1 — sorted by position size

Global X Japan Co., Ltd. 13.91% Solutions 4 Wealth, Ltd 8.64% SIMS INVESTMENT MANAGEMENT, LLC 7.24% Mission Hills Financial Advisory, LLC 6.93% Foguth Wealth Management, LLC. 4.39% Caerus Investment Advisors, LLC 3Y 4.14% MONTCHANIN ASSET MANAGEMENT, LLC 3Y 3.8% Beta Wealth Group, Inc. 3Y 7Y 3.73% RETIREMENT PLANNING GROUP, LLC / NY 3.0% Significant Wealth Partners LLC 2.24%

FAQ About Westend Capital Management, LLC and QYLD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Westend Capital Management, LLC reported owning QYLD?

Westend Capital Management, LLC reported QYLD across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported QYLD position in Westend Capital Management, LLC's portfolio?

The largest reported portfolio weight for QYLD was 0.20% in 2025 Q1.

What is the latest reported QYLD position on this page?

The most recent filing on this page is 2026 Q1, when Westend Capital Management, LLC reported 23,660 shares, equal to 0.12% of portfolio, with an estimated market value of $406K.

What does the chart on this QYLD ownership page compare?

The chart compares Westend Capital Management, LLC's quarterly QYLD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Westend Capital Management, LLC time their QYLD position?

Based on 13F filing dates vs. subsequent QYLD price moves, Westend Capital Management, LLC correctly timed 5 out of 7 reported position changes (71%). The annualised alpha on QYLD relative to SPY over the holding period was -5.0%.

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