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QYLD icon

Benchmark Financial’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Benchmark Financial’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 		$969K Buy
52,600
+100
+0.2% +$1.79K 0.79% 25
2026
Q1 		$900K Buy
52,500
+2,500
+5% +$44K 0.81% 24
2025
Q4 		$884K Buy
+50,000
New +$870K 0.88% 24

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
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return
SIM
Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Benchmark Financial's QYLD Position: Q2 2026 in Review

Benchmark Financial increased its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 0.19% in Q2 2026, buying an estimated $1.79K and bringing the position to 52,600 shares worth $969K. The position accounts for 0.79% of the portfolio, ranked #25.

Benchmark Financial first reported a position in QYLD in Q4 2025 and has held it in 3 quarters since. 279 funds tracked by Wall St. Rank hold QYLD as of Q2 2026.

  • Benchmark Financial held 52,600 shares of Global X NASDAQ-100 Covered Call ETF worth $969K as of Q2 2026.
  • Benchmark Financial bought 100 Global X NASDAQ-100 Covered Call ETF shares in Q2 2026, an estimated $1.79K.
  • Global X NASDAQ-100 Covered Call ETF made up 0.79% of Benchmark Financial's portfolio in Q2 2026, its #25 holding.
  • Benchmark Financial first reported a position in Global X NASDAQ-100 Covered Call ETF in Q4 2025 and has held it in 3 quarters since.
  • 279 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q2 2026.

Based on Benchmark Financial's 13F filing for Q2 2026, filed 22 Jul 2026.