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

Accurate Wealth 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 Q2	$186K	Sell	10,064 -309	-3%	-$5.53K	0.02%	564
2026 Q1	$183K	Buy	+10,373	New	+$183K	0.02%	525
2025 Q3	–	Sell	-10,247	Closed	-$172K	–	509
2025 Q2	$172K	Buy	+10,247	New	+$167K	0.03%	437
2024 Q4	–	Sell	-10,525	Closed	-$192K	–	397
2024 Q3	$192K	Sell	10,525 -1,701	-14%	-$30K	0.04%	371
2024 Q2	$220K	Buy	+12,226	New	+$216K	0.05%	307
2023 Q1	–	Sell	-5,297	Closed	-$85.9K	–	1142
2022 Q4	$85.9K	Buy	+5,297	New	+$85.6K	0.03%	332

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 $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Accurate Wealth Management's QYLD Position: Q2 2026 in Review

Accurate Wealth Management reduced its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 3% in Q2 2026, selling an estimated $5.53K and leaving 10,064 shares worth $186K. The position accounts for 0.02% of the portfolio, ranked #564.

Accurate Wealth Management first reported a position in QYLD in Q4 2022 and has held it in 6 quarters since. The position peaked at $220K in Q2 2024. 429 funds tracked by Wall St. Rank hold QYLD as of Q2 2026.

Accurate Wealth Management held 10,064 shares of Global X NASDAQ-100 Covered Call ETF worth $186K as of Q2 2026.
Accurate Wealth Management sold 309 Global X NASDAQ-100 Covered Call ETF shares in Q2 2026, an estimated $5.53K.
Global X NASDAQ-100 Covered Call ETF made up 0.02% of Accurate Wealth Management's portfolio in Q2 2026, its #564 holding.
Accurate Wealth Management first reported a position in Global X NASDAQ-100 Covered Call ETF in Q4 2022 and has held it in 6 quarters since.
Accurate Wealth Management's Global X NASDAQ-100 Covered Call ETF position peaked at $220K in Q2 2024.
429 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.