Beacon Pointe Advisors’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Beacon Pointe 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 Q2	$795K	Buy	43,151 +1,539	+4%	+$27.6K	﹤0.01%	1141
2026 Q1	$714K	Buy	+41,612	New	+$732K	﹤0.01%	1135
2025 Q3	–	Sell	-42,814	Closed	-$716K	–	1502
2025 Q2	$716K	Sell	42,814 -3,481	-8%	-$56.9K	0.01%	781
2025 Q1	$770K	Buy	+46,295	New	+$830K	0.01%	705
2024 Q2	–	Sell	-42,214	Closed	-$756K	–	1368
2024 Q1	$756K	Buy	42,214 +628	+2%	+$11.1K	0.01%	768
2023 Q4	$721K	Sell	41,586 -589	-1%	-$10K	0.01%	769
2023 Q3	$707K	Buy	42,175 +1,402	+3%	+$24.6K	0.01%	741
2023 Q2	$724K	Buy	40,773 +28,250	+226%	+$493K	0.01%	609
2023 Q1	$215K	Hold	12,523	–	–	﹤0.01%	1039
2022 Q4	$199K	Sell	12,523 -69,735	-85%	-$1.13M	﹤0.01%	1000
2022 Q3	$1.29M	Buy	82,258 +21,931	+36%	+$385K	0.03%	412
2022 Q2	$1.05M	Buy	+60,327	New	+$1.14M	0.02%	458

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

Beacon Pointe Advisors's QYLD Position: Q2 2026 in Review

Beacon Pointe Advisors increased its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 3.7% in Q2 2026, buying an estimated $27.6K and bringing the position to 43,151 shares worth $795K. The position accounts for ﹤0.01% of the portfolio, ranked #1141.

Beacon Pointe Advisors first reported a position in QYLD in Q2 2022 and has held it in 12 quarters since. The position peaked at $1.29M in Q3 2022. 429 funds tracked by Wall St. Rank hold QYLD as of Q2 2026.

Beacon Pointe Advisors held 43,151 shares of Global X NASDAQ-100 Covered Call ETF worth $795K as of Q2 2026.
Beacon Pointe Advisors bought 1,539 Global X NASDAQ-100 Covered Call ETF shares in Q2 2026, an estimated $27.6K.
Global X NASDAQ-100 Covered Call ETF made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1141 holding.
Beacon Pointe Advisors first reported a position in Global X NASDAQ-100 Covered Call ETF in Q2 2022 and has held it in 12 quarters since.
Beacon Pointe Advisors's Global X NASDAQ-100 Covered Call ETF position peaked at $1.29M in Q3 2022.
429 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.