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Beta Wealth Group’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Beta Wealth 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 		$9.02M Buy
525,927
+8,918
+2% +$157K 3.73% 6
2025
Q4 		$9.14M Sell
517,009
-16,721
-3% -$291K 3.67% 7
2025
Q3 		$9.08M Buy
+533,730
New +$8.96M 3.58% 7

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 $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Carson Wealth (CWM LLC)
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Beta Wealth Group's QYLD Position: Q1 2026 in Review

Beta Wealth Group increased its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 1.7% in Q1 2026, buying an estimated $157K and bringing the position to 525,927 shares worth $9.02M. The position accounts for 3.73% of the portfolio, ranked #6.

Beta Wealth Group first reported a position in QYLD in Q3 2025 and has held it in 3 quarters since. The position peaked at $9.14M in Q4 2025. 433 funds tracked by Wall St. Rank hold QYLD as of Q1 2026.

  • Beta Wealth Group held 525,927 shares of Global X NASDAQ-100 Covered Call ETF worth $9.02M as of Q1 2026.
  • Beta Wealth Group bought 8,918 Global X NASDAQ-100 Covered Call ETF shares in Q1 2026, an estimated $157K.
  • Global X NASDAQ-100 Covered Call ETF made up 3.73% of Beta Wealth Group's portfolio in Q1 2026, its #6 holding.
  • Beta Wealth Group first reported a position in Global X NASDAQ-100 Covered Call ETF in Q3 2025 and has held it in 3 quarters since.
  • Beta Wealth Group's Global X NASDAQ-100 Covered Call ETF position peaked at $9.14M in Q4 2025.
  • 433 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q1 2026.

Based on Beta Wealth Group's 13F filing for Q1 2026, filed 7 May 2026.