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Beacon Investment Advisory Services’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Beacon Investment Advisory Services’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 		– Sell
-10,280
Closed -$182K – 788
2025
Q4 		$182K Buy
+10,280
New +$179K 0.01% 256

Other funds holding QYLD

GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Beacon Investment Advisory Services's QYLD Position: Q1 2026 in Review

Beacon Investment Advisory Services sold out of Global X NASDAQ-100 Covered Call ETF (QYLD) in Q1 2026, closing a stake of 10,280 shares — an estimated $182K sold.

Beacon Investment Advisory Services first reported a position in QYLD in Q4 2025 and held it in 1 quarter. The position peaked at $182K in Q4 2025. 437 funds tracked by Wall St. Rank hold QYLD as of Q1 2026.

  • Beacon Investment Advisory Services reported no remaining Global X NASDAQ-100 Covered Call ETF position as of Q1 2026 after selling out during the quarter.
  • Beacon Investment Advisory Services sold 10,280 Global X NASDAQ-100 Covered Call ETF shares in Q1 2026, an estimated $182K.
  • Beacon Investment Advisory Services first reported a position in Global X NASDAQ-100 Covered Call ETF in Q4 2025 and held it in 1 quarter.
  • Beacon Investment Advisory Services's Global X NASDAQ-100 Covered Call ETF position peaked at $182K in Q4 2025.
  • 437 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q1 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q1 2026, filed 14 Apr 2026.