BWA
QYLD icon

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

Beam 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
Q2 		$854K Sell
46,314
-2,191
-5% -$39.2K 0.19% 83
2026
Q1 		$832K Sell
48,505
-29,867
-38% -$526K 0.21% 78
2025
Q4 		$1.38M Buy
78,372
+32
+0% +$557 0.38% 57
2025
Q3 		$1.33M Buy
78,340
+170
+0.2% +$2.85K 0.36% 60
2025
Q2 		$1.31M Buy
78,170
+25,953
+50% +$424K 0.39% 58
2025
Q1 		$868K Sell
52,217
-4,519
-8% -$81.1K 0.29% 69
2024
Q4 		$1.03M Buy
56,736
+798
+1% +$14.6K 0.33% 59
2024
Q3 		$1.01M Sell
55,938
-209
-0.4% -$3.69K 0.31% 63
2024
Q2 		$992K Buy
56,147
+3,593
+7% +$63.4K 0.33% 57
2024
Q1 		$941K Sell
52,554
-2,692
-5% -$47.7K 0.57% 42
2023
Q4 		$958K Sell
55,246
-6,911
-11% -$118K 0.61% 38
2023
Q3 		$1.04M Buy
62,157
+983
+2% +$17.2K 0.74% 35
2023
Q2 		$1.09M Buy
61,174
+1,543
+3% +$26.9K 0.75% 32
2023
Q1 		$1.02M Buy
59,631
+2,101
+4% +$35K 1.03% 33
2022
Q4 		$915K Buy
57,530
+5,617
+11% +$90.8K 0.95% 34
2022
Q3 		$813K Buy
51,913
+8,880
+21% +$156K 0.91% 42
2022
Q2 		$752K Buy
43,033
+1,838
+4% +$34.6K 0.84% 41
2022
Q1 		$864K Buy
41,195
+4,805
+13% +$99.2K 0.99% 34
2021
Q4 		$807K Buy
36,390
+2,106
+6% +$47.5K 0.92% 36
2021
Q3 		$756K Sell
34,284
-704
-2% -$16K 0.65% 50
2021
Q2 		$785K Buy
34,988
+2,184
+7% +$48.9K 0.68% 48
2021
Q1 		$740K Buy
32,804
+2,178
+7% +$49.7K 0.66% 55
2020
Q4 		$698K Sell
30,626
-1,799
-6% -$39.8K 0.66% 55
2020
Q3 		$699K Sell
32,425
-2,107
-6% -$45.5K 0.65% 50
2020
Q2 		$737K Buy
34,532
+1,324
+4% +$26.9K 0.74% 46
2020
Q1 		$640K Buy
33,208
+4,652
+16% +$104K 0.63% 52
2019
Q4 		$674K Buy
+28,556
New +$662K 0.63% 47

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Beam Wealth Advisors's QYLD Position: Q2 2026 in Review

Beam Wealth Advisors reduced its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 4.5% in Q2 2026, selling an estimated $39.2K and leaving 46,314 shares worth $854K. The position accounts for 0.19% of the portfolio, ranked #83.

Beam Wealth Advisors first reported a position in QYLD in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.38M in Q4 2025. 430 funds tracked by Wall St. Rank hold QYLD as of Q2 2026.

  • Beam Wealth Advisors held 46,314 shares of Global X NASDAQ-100 Covered Call ETF worth $854K as of Q2 2026.
  • Beam Wealth Advisors sold 2,191 Global X NASDAQ-100 Covered Call ETF shares in Q2 2026, an estimated $39.2K.
  • Global X NASDAQ-100 Covered Call ETF made up 0.19% of Beam Wealth Advisors's portfolio in Q2 2026, its #83 holding.
  • Beam Wealth Advisors first reported a position in Global X NASDAQ-100 Covered Call ETF in Q4 2019 and has held it in 27 quarters since.
  • Beam Wealth Advisors's Global X NASDAQ-100 Covered Call ETF position peaked at $1.38M in Q4 2025.
  • 430 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q2 2026.

Based on Beam Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.