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

Barnes Wealth Management Group’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	$947K	Sell	51,364 -38	-0.1%	-$680	0.44%	59
2026 Q1	$882K	Sell	51,402 -972	-2%	-$17.1K	0.45%	60
2025 Q4	$925K	Sell	52,374 -1,848	-3%	-$32.2K	0.5%	51
2025 Q3	$922K	Buy	54,222 +4,495	+9%	+$75.5K	0.51%	50
2025 Q2	$831K	Buy	49,727 +3,009	+6%	+$49.2K	0.49%	53
2025 Q1	$777K	Buy	46,718 +6,139	+15%	+$110K	0.5%	51
2024 Q4	$739K	Buy	+40,579	New	+$741K	0.5%	51

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

Barnes Wealth Management Group's QYLD Position: Q2 2026 in Review

Barnes Wealth Management Group reduced its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 0.07% in Q2 2026, selling an estimated $680 and leaving 51,364 shares worth $947K. The position accounts for 0.44% of the portfolio, ranked #59.

Barnes Wealth Management Group first reported a position in QYLD in Q4 2024 and has held it in 7 quarters since. 430 funds tracked by Wall St. Rank hold QYLD as of Q2 2026.

Barnes Wealth Management Group held 51,364 shares of Global X NASDAQ-100 Covered Call ETF worth $947K as of Q2 2026.
Barnes Wealth Management Group sold 38 Global X NASDAQ-100 Covered Call ETF shares in Q2 2026, an estimated $680.
Global X NASDAQ-100 Covered Call ETF made up 0.44% of Barnes Wealth Management Group's portfolio in Q2 2026, its #59 holding.
Barnes Wealth Management Group first reported a position in Global X NASDAQ-100 Covered Call ETF in Q4 2024 and has held it in 7 quarters since.
430 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q2 2026.

Based on Barnes Wealth Management Group's 13F filing for Q2 2026, filed 24 Jul 2026.