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Collier Financial’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Collier Financial’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
Q1 		$782K Buy
45,617
+6,939
+18% +$122K 0.6% 20
2025
Q4 		$683K Buy
38,678
+2,997
+8% +$52.2K 0.51% 20
2025
Q3 		$607K Buy
+35,681
New +$599K 0.46% 23

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 $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $857M AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Collier Financial's QYLD Position: Q1 2026 in Review

Collier Financial increased its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 18% in Q1 2026, buying an estimated $122K and bringing the position to 45,617 shares worth $782K. The position accounts for 0.6% of the portfolio, ranked #20.

Collier Financial first reported a position in QYLD in Q3 2025 and has held it in 3 quarters since. 433 funds tracked by Wall St. Rank hold QYLD as of Q1 2026.

  • Collier Financial held 45,617 shares of Global X NASDAQ-100 Covered Call ETF worth $782K as of Q1 2026.
  • Collier Financial bought 6,939 Global X NASDAQ-100 Covered Call ETF shares in Q1 2026, an estimated $122K.
  • Global X NASDAQ-100 Covered Call ETF made up 0.6% of Collier Financial's portfolio in Q1 2026, its #20 holding.
  • Collier Financial first reported a position in Global X NASDAQ-100 Covered Call ETF in Q3 2025 and has held it in 3 quarters since.
  • 433 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q1 2026.

Based on Collier Financial's 13F filing for Q1 2026, filed 12 May 2026.