Action Point Financial Planning’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Action Point Financial Planning’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	$44.8K	Buy	+2,434	New	+$43.6K	﹤0.01%	860

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

Action Point Financial Planning's QYLD Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Global X NASDAQ-100 Covered Call ETF (QYLD) in Q2 2026: 2,434 shares worth $44.8K. The stake represents ﹤0.01% of the portfolio and ranks #860 among its holdings.

427 funds tracked by Wall St. Rank hold QYLD as of Q2 2026.

Action Point Financial Planning held 2,434 shares of Global X NASDAQ-100 Covered Call ETF worth $44.8K as of Q2 2026.
Global X NASDAQ-100 Covered Call ETF was a new Action Point Financial Planning position in Q2 2026.
Global X NASDAQ-100 Covered Call ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #860 holding.
427 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.