ARQ Wealth Advisors’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

ARQ Wealth Advisors’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 Q1	$5.05M	Buy	294,731 +22,483	+8%	+$396K	0.91%	39
2025 Q4	$4.81M	Buy	272,248 +2,877	+1%	+$50.1K	1.3%	28
2025 Q3	$4.58M	Buy	269,371 +109,495	+68%	+$1.84M	1.36%	26
2025 Q2	$2.66M	Hold	159,876	–	–	0.91%	38
2025 Q1	$2.66M	Buy	159,876 +55,379	+53%	+$993K	0.99%	33
2024 Q4	$1.92M	Buy	104,497 +11,699	+13%	+$214K	0.73%	37
2024 Q3	$1.66M	Buy	92,798 +10,078	+12%	+$178K	0.63%	36
2024 Q2	$1.47M	Buy	82,720 +9,103	+12%	+$161K	0.63%	37
2024 Q1	$1.32M	Buy	73,617 +6,596	+10%	+$117K	0.57%	36
2023 Q4	$1.16M	Buy	67,021 +10,701	+19%	+$182K	0.69%	32
2023 Q3	$944K	Buy	+56,320	New	+$988K	0.71%	32

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 $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

FWM

Foguth Wealth Management Brighton, Michigan $857M AUM

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

ARQ Wealth Advisors's QYLD Position: Q1 2026 in Review

ARQ Wealth Advisors increased its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 8.3% in Q1 2026, buying an estimated $396K and bringing the position to 294,731 shares worth $5.05M. The position accounts for 0.91% of the portfolio, ranked #39.

ARQ Wealth Advisors first reported a position in QYLD in Q3 2023 and has held it in 11 quarters since. 433 funds tracked by Wall St. Rank hold QYLD as of Q1 2026.

ARQ Wealth Advisors held 294,731 shares of Global X NASDAQ-100 Covered Call ETF worth $5.05M as of Q1 2026.
ARQ Wealth Advisors bought 22,483 Global X NASDAQ-100 Covered Call ETF shares in Q1 2026, an estimated $396K.
Global X NASDAQ-100 Covered Call ETF made up 0.91% of ARQ Wealth Advisors's portfolio in Q1 2026, its #39 holding.
ARQ Wealth Advisors first reported a position in Global X NASDAQ-100 Covered Call ETF in Q3 2023 and has held it in 11 quarters since.
433 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q1 2026.

Based on ARQ Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.