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Clearstead Advisors’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Clearstead Advisors’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 		$1.15M Sell
62,544
-23,424
-27% -$419K 0.01% 514
2026
Q1 		$1.47M Buy
85,968
+1,794
+2% +$31.6K 0.01% 431
2025
Q4 		$1.49M Buy
84,174
+18,927
+29% +$329K 0.02% 385
2025
Q3 		$1.11M Buy
65,247
+1,174
+2% +$19.7K 0.01% 434
2025
Q2 		$1.07M Buy
64,073
+23,903
+60% +$391K 0.02% 422
2025
Q1 		$668K Buy
40,170
+14,782
+58% +$265K 0.01% 503
2024
Q4 		$463K Buy
25,388
+10,782
+74% +$197K 0.01% 595
2024
Q3 		$263K Hold
14,606
– – ﹤0.01% 763
2024
Q2 		$258K Buy
14,606
+14,379
+6,334% +$254K ﹤0.01% 731
2024
Q1 		$4.01K Buy
+227
New +$4.02K ﹤0.01% 1208

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Clearstead Advisors's QYLD Position: Q2 2026 in Review

Clearstead Advisors reduced its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 27% in Q2 2026, selling an estimated $419K and leaving 62,544 shares worth $1.15M. The position accounts for 0.01% of the portfolio, ranked #514.

Clearstead Advisors first reported a position in QYLD in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.49M in Q4 2025. 430 funds tracked by Wall St. Rank hold QYLD as of Q2 2026.

  • Clearstead Advisors held 62,544 shares of Global X NASDAQ-100 Covered Call ETF worth $1.15M as of Q2 2026.
  • Clearstead Advisors sold 23,424 Global X NASDAQ-100 Covered Call ETF shares in Q2 2026, an estimated $419K.
  • Global X NASDAQ-100 Covered Call ETF made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #514 holding.
  • Clearstead Advisors first reported a position in Global X NASDAQ-100 Covered Call ETF in Q1 2024 and has held it in 10 quarters since.
  • Clearstead Advisors's Global X NASDAQ-100 Covered Call ETF position peaked at $1.49M in Q4 2025.
  • 430 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.