BKM Wealth Management’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

BKM Wealth Management’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	$1.26M	Sell	68,234 -31,756	-32%	-$569K	0.45%	63
2026 Q1	$1.71M	Buy	99,990 +1,415	+1%	+$24.9K	0.63%	50
2025 Q4	$1.74M	Buy	98,575 +19,205	+24%	+$334K	0.64%	48
2025 Q3	$1.35M	Buy	79,370 +3,413	+4%	+$57.3K	0.5%	59
2025 Q2	$1.27M	Buy	75,957 +26,556	+54%	+$434K	0.5%	60
2025 Q1	$822K	Sell	49,401 -2,692	-5%	-$48.3K	0.34%	76
2024 Q4	$949K	Sell	52,093 -22,901	-31%	-$418K	0.39%	65
2024 Q3	$1.35M	Sell	74,994 -21,368	-22%	-$377K	0.55%	56
2024 Q2	$1.7M	Sell	96,362 -21,426	-18%	-$378K	0.82%	36
2024 Q1	$2.11M	Sell	117,788 -60,945	-34%	-$1.08M	0.91%	26
2023 Q4	$3.1M	Buy	+178,733	New	+$3.05M	1.32%	14

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

BKM Wealth Management's QYLD Position: Q2 2026 in Review

BKM Wealth Management reduced its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 32% in Q2 2026, selling an estimated $569K and leaving 68,234 shares worth $1.26M. The position accounts for 0.45% of the portfolio, ranked #63.

BKM Wealth Management first reported a position in QYLD in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.1M in Q4 2023. 430 funds tracked by Wall St. Rank hold QYLD as of Q2 2026.

BKM Wealth Management held 68,234 shares of Global X NASDAQ-100 Covered Call ETF worth $1.26M as of Q2 2026.
BKM Wealth Management sold 31,756 Global X NASDAQ-100 Covered Call ETF shares in Q2 2026, an estimated $569K.
Global X NASDAQ-100 Covered Call ETF made up 0.45% of BKM Wealth Management's portfolio in Q2 2026, its #63 holding.
BKM Wealth Management first reported a position in Global X NASDAQ-100 Covered Call ETF in Q4 2023 and has held it in 11 quarters since.
BKM Wealth Management's Global X NASDAQ-100 Covered Call ETF position peaked at $3.1M in Q4 2023.
430 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q2 2026.

Based on BKM Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.