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 Q2	$368K	Buy	19,989 +57	+0.3%	+$1.02K	0.02%	345
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 $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

Berger Financial Group's QYLD Position: Q2 2026 in Review

Berger Financial Group increased its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 0.29% in Q2 2026, buying an estimated $1.02K and bringing the position to 19,989 shares worth $368K. The position accounts for 0.02% of the portfolio, ranked #345.

Berger Financial Group first reported a position in QYLD in Q2 2021 and has held it in 8 quarters since. 430 funds tracked by Wall St. Rank hold QYLD as of Q2 2026.

Berger Financial Group held 19,989 shares of Global X NASDAQ-100 Covered Call ETF worth $368K as of Q2 2026.
Berger Financial Group bought 57 Global X NASDAQ-100 Covered Call ETF shares in Q2 2026, an estimated $1.02K.
Global X NASDAQ-100 Covered Call ETF made up 0.02% of Berger Financial Group's portfolio in Q2 2026, its #345 holding.
Berger Financial Group first reported a position in Global X NASDAQ-100 Covered Call ETF in Q2 2021 and has held it in 8 quarters since.
430 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.