Collaborative Wealth Management’s Global X Nasdaq 100 Covered Call & Growth ETF QYLG Stock Holding History

Collaborative Wealth Management’s Portfolio QYLG Stock Details QYLG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-10,545	Closed	-$287K	–	224
2025 Q4	$287K	Hold	10,545	–	–	0.1%	172
2025 Q3	$309K	Hold	10,545	–	–	0.13%	142
2025 Q2	$294K	Sell	10,545 -824	-7%	-$21.5K	0.13%	137
2025 Q1	$292K	Hold	11,369	–	–	0.14%	124
2024 Q4	$319K	Hold	11,369	–	–	0.14%	123
2024 Q3	$366K	Hold	11,369	–	–	0.17%	113
2024 Q2	$359K	Hold	11,369	–	–	0.18%	111
2024 Q1	$348K	Hold	11,369	–	–	0.17%	112
2023 Q4	$329K	Hold	11,369	–	–	0.18%	109
2023 Q3	$301K	Hold	11,369	–	–	0.18%	118
2023 Q2	$314K	Buy	11,369 +96	+0.9%	+$2.51K	0.19%	120
2023 Q1	$286K	Buy	11,273 +634	+6%	+$15.2K	0.18%	126
2022 Q4	$235K	Buy	+10,639	New	+$242K	0.15%	151
2021 Q1	$208K	Buy	+7,000	New	+$211K	0.12%	184

Other funds holding QYLG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PFO

PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CWMS

Cannon Wealth Management Services Winston Salem, North Carolina $148M AUM 13.37% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CMMS

Comprehensive Money Management Services Coral Gables, Florida $152M AUM 20.08% 1-Year Est. Return

Collaborative Wealth Management's QYLG Position: Q1 2026 in Review

Collaborative Wealth Management sold out of Global X Nasdaq 100 Covered Call & Growth ETF (QYLG) in Q1 2026, closing a stake of 10,545 shares — an estimated $287K sold.

Collaborative Wealth Management first reported a position in QYLG in Q1 2021 and held it in 14 quarters. The position peaked at $366K in Q3 2024. 32 funds tracked by Wall St. Rank hold QYLG as of Q1 2026.

Collaborative Wealth Management reported no remaining Global X Nasdaq 100 Covered Call & Growth ETF position as of Q1 2026 after selling out during the quarter.
Collaborative Wealth Management sold 10,545 Global X Nasdaq 100 Covered Call & Growth ETF shares in Q1 2026, an estimated $287K.
Collaborative Wealth Management first reported a position in Global X Nasdaq 100 Covered Call & Growth ETF in Q1 2021 and held it in 14 quarters.
Collaborative Wealth Management's Global X Nasdaq 100 Covered Call & Growth ETF position peaked at $366K in Q3 2024.
32 funds tracked by Wall St. Rank held Global X Nasdaq 100 Covered Call & Growth ETF as of Q1 2026.

Based on Collaborative Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.