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

Compass Financial 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 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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Compass Financial Management's QYLD Position: Q2 2026 in Review

Compass Financial Management 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.

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

Compass Financial Management 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 position in Q2 2026.
Global X NASDAQ-100 Covered Call ETF made up 0.08% of Compass Financial Management's portfolio in Q2 2026, its #227 holding.
410 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.