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

Berger Financial 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 Q1	$342K	Sell	19,932 -105	-0.5%	-$1.85K	0.02%	348
2025 Q4	$354K	Buy	20,037 +4,428	+28%	+$77.1K	0.02%	336
2025 Q3	$266K	Buy	+15,609	New	+$262K	0.02%	376
2022 Q2	–	Sell	-9,967	Closed	-$209K	–	273
2022 Q1	$209K	Hold	9,967	–	–	0.03%	260
2021 Q4	$221K	Sell	9,967 -678	-6%	-$15.3K	0.03%	242
2021 Q3	$235K	Buy	10,645 +1,410	+15%	+$31.9K	0.04%	186
2021 Q2	$207K	Buy	+9,235	New	+$207K	0.04%	200

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 $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $857M AUM

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Berger Financial Group's QYLD Position: Q1 2026 in Review

Berger Financial Group reduced its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 0.52% in Q1 2026, selling an estimated $1.85K and leaving 19,932 shares worth $342K. The position accounts for 0.02% of the portfolio, ranked #348.

Berger Financial Group first reported a position in QYLD in Q2 2021 and has held it in 7 quarters since. The position peaked at $354K in Q4 2025. 433 funds tracked by Wall St. Rank hold QYLD as of Q1 2026.

Berger Financial Group held 19,932 shares of Global X NASDAQ-100 Covered Call ETF worth $342K as of Q1 2026.
Berger Financial Group sold 105 Global X NASDAQ-100 Covered Call ETF shares in Q1 2026, an estimated $1.85K.
Global X NASDAQ-100 Covered Call ETF made up 0.02% of Berger Financial Group's portfolio in Q1 2026, its #348 holding.
Berger Financial Group first reported a position in Global X NASDAQ-100 Covered Call ETF in Q2 2021 and has held it in 7 quarters since.
Berger Financial Group's Global X NASDAQ-100 Covered Call ETF position peaked at $354K in Q4 2025.
433 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.