BKM Wealth Management
QYLD icon

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
Q3 		$1.39M Buy
74,738
+6,504
+10% +$118K 0.45% 64
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

Global X Japan
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.46B AUM 38.43% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Sims Investment Management
Sims Investment Management Cincinnati, Ohio $320M AUM 14.23% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Thrive Capital Management (Pennsylvania)
Thrive Capital Management (Pennsylvania) Fort Washington, Pennsylvania $557M AUM 16.31% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.68B AUM 22.33% 1-Year Est. Return
Atlas Private Wealth Advisors
Atlas Private Wealth Advisors Matawan, New Jersey $462M AUM 14.2% 1-Year Est. Return
Newbridge Financial Services Group
Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

BKM Wealth Management's QYLD Position: Q3 2026 in Review

BKM Wealth Management increased its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 9.5% in Q3 2026, buying an estimated $118K and bringing the position to 74,738 shares worth $1.39M. The position accounts for 0.45% of the portfolio, ranked #64.

BKM Wealth Management first reported a position in QYLD in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.1M in Q4 2023. 169 funds tracked by Wall St. Rank hold QYLD as of Q3 2026.

  • BKM Wealth Management held 74,738 shares of Global X NASDAQ-100 Covered Call ETF worth $1.39M as of Q3 2026.
  • BKM Wealth Management bought 6,504 Global X NASDAQ-100 Covered Call ETF shares in Q3 2026, an estimated $118K.
  • Global X NASDAQ-100 Covered Call ETF made up 0.45% of BKM Wealth Management's portfolio in Q3 2026, its #64 holding.
  • BKM Wealth Management first reported a position in Global X NASDAQ-100 Covered Call ETF in Q4 2023 and has held it in 12 quarters since.
  • BKM Wealth Management's Global X NASDAQ-100 Covered Call ETF position peaked at $3.1M in Q4 2023.
  • 169 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q3 2026.

Based on BKM Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.