Apella Capital’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Apella Capital’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	$1.03M	Sell	57,082 -26,720	-32%	-$478K	0.01%	370
2026 Q1	$1.5M	Buy	+83,802	New	+$1.47M	0.02%	295
2022 Q2	–	Sell	-12,319	Closed	-$258K	–	230
2022 Q1	$258K	Buy	12,319 +102	+0.8%	+$2.11K	0.04%	179
2021 Q4	$271K	Hold	12,217	–	–	0.03%	171
2021 Q3	$270K	Hold	12,217	–	–	0.04%	170
2021 Q2	$274K	Buy	+12,217	New	+$273K	0.05%	177

Other funds holding QYLD

GXJ

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

RFN

RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return

SWP

Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return

AMG

APS Management Group Torrance, California $130M AUM 17.26% 1-Year Est. Return

PFO

PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return

UIA

Ulland Investment Advisors Minneapolis, Minnesota $136M AUM 32.68% 1-Year Est. Return

Apella Capital's QYLD Position: Q2 2026 in Review

Apella Capital reduced its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 32% in Q2 2026, selling an estimated $478K and leaving 57,082 shares worth $1.03M. The position accounts for 0.01% of the portfolio, ranked #370.

Apella Capital first reported a position in QYLD in Q2 2021 and has held it in 6 quarters since. The position peaked at $1.5M in Q1 2026. 74 funds tracked by Wall St. Rank hold QYLD as of Q2 2026.

Apella Capital held 57,082 shares of Global X NASDAQ-100 Covered Call ETF worth $1.03M as of Q2 2026.
Apella Capital sold 26,720 Global X NASDAQ-100 Covered Call ETF shares in Q2 2026, an estimated $478K.
Global X NASDAQ-100 Covered Call ETF made up 0.01% of Apella Capital's portfolio in Q2 2026, its #370 holding.
Apella Capital first reported a position in Global X NASDAQ-100 Covered Call ETF in Q2 2021 and has held it in 6 quarters since.
Apella Capital's Global X NASDAQ-100 Covered Call ETF position peaked at $1.5M in Q1 2026.
74 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.