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COMPASS FINANCIAL MANAGEMENT LLC’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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 		$684K Buy
+37,815
New +$677K 0.08% 227

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 $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return
SIM
Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's QYLD Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Global X NASDAQ-100 Covered Call ETF (QYLD) in Q2 2026: 37,815 shares worth $684K. The stake represents 0.08% of the portfolio and ranks #227 among its holdings.

336 funds tracked by Wall St. Rank hold QYLD as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 37,815 shares of Global X NASDAQ-100 Covered Call ETF worth $684K as of Q2 2026.
  • Global X NASDAQ-100 Covered Call ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • Global X NASDAQ-100 Covered Call ETF made up 0.08% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #227 holding.
  • 336 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.