AWM
QYLD icon

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

Avior 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 		$267K Sell
14,501
-157
-1% -$2.81K 0.01% 685
2026
Q1 		$251K Sell
14,658
-204
-1% -$3.59K 0.01% 731
2025
Q4 		$263K Sell
14,862
-1,074
-7% -$18.7K 0.01% 652
2025
Q3 		$271K Sell
15,936
-1,366
-8% -$22.9K 0.01% 625
2025
Q2 		$289K Sell
17,302
-174
-1% -$2.84K 0.01% 577
2025
Q1 		$291K Sell
17,476
-1,044
-6% -$18.7K 0.01% 558
2024
Q4 		$337K Buy
18,520
+723
+4% +$13.2K 0.01% 561
2024
Q3 		$321K Sell
17,797
-885
-5% -$15.6K 0.01% 565
2024
Q2 		$330K Buy
18,682
+9,018
+93% +$159K 0.01% 550
2024
Q1 		$173K Buy
+9,664
New +$171K 0.01% 756
2023
Q4 		– Sell
-4,346
Closed -$72.9K – 1647
2023
Q3 		$72.9K Buy
4,346
+147
+4% +$2.58K ﹤0.01% 690
2023
Q2 		$74.5K Sell
4,199
-303
-7% -$5.29K ﹤0.01% 682
2023
Q1 		$77.2K Buy
+4,502
New +$75K 0.01% 682
2022
Q2 		– Sell
-750
Closed -$15K – 1198
2022
Q1 		$15K Buy
+750
New +$15.5K ﹤0.01% 774
2021
Q1 		– Sell
-780
Closed -$17K – 1115
2020
Q4 		$17K Hold
780
– – ﹤0.01% 639
2020
Q3 		$16K Hold
780
– – ﹤0.01% 632
2020
Q2 		$16K Buy
780
+130
+20% +$2.64K ﹤0.01% 608
2020
Q1 		$12K Hold
650
– – ﹤0.01% 560
2019
Q4 		$15K Buy
+650
New +$15.1K ﹤0.01% 562

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

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

Avior Wealth Management reduced its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 1.1% in Q2 2026, selling an estimated $2.81K and leaving 14,501 shares worth $267K. The position accounts for 0.01% of the portfolio, ranked #685.

Avior Wealth Management first reported a position in QYLD in Q4 2019 and has held it in 19 quarters since. The position peaked at $337K in Q4 2024. 74 funds tracked by Wall St. Rank hold QYLD as of Q2 2026.

  • Avior Wealth Management held 14,501 shares of Global X NASDAQ-100 Covered Call ETF worth $267K as of Q2 2026.
  • Avior Wealth Management sold 157 Global X NASDAQ-100 Covered Call ETF shares in Q2 2026, an estimated $2.81K.
  • Global X NASDAQ-100 Covered Call ETF made up 0.01% of Avior Wealth Management's portfolio in Q2 2026, its #685 holding.
  • Avior Wealth Management first reported a position in Global X NASDAQ-100 Covered Call ETF in Q4 2019 and has held it in 19 quarters since.
  • Avior Wealth Management's Global X NASDAQ-100 Covered Call ETF position peaked at $337K in Q4 2024.
  • 74 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.