Concord Wealth Partners’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Concord Wealth Partners’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	$5.27K	Buy	+286	New	+$5.12K	﹤0.01%	653
2024 Q1	–	Sell	-1,089	Closed	-$18.9K	–	895
2023 Q4	$18.9K	Hold	1,089	–	–	﹤0.01%	487
2023 Q3	$18.3K	Hold	1,089	–	–	﹤0.01%	521
2023 Q2	$19.3K	Hold	1,089	–	–	﹤0.01%	510
2023 Q1	$18.7K	Hold	1,089	–	–	0.01%	500
2022 Q4	$17.3K	Buy	+1,089	New	+$17.6K	0.01%	546
2022 Q3	–	Sell	-1,712	Closed	-$30K	–	897
2022 Q2	$30K	Hold	1,712	–	–	0.01%	454
2022 Q1	$36K	Buy	1,712 +687	+67%	+$14.2K	0.01%	491
2021 Q4	$23K	Buy	+1,025	New	+$23.1K	0.01%	616

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Concord Wealth Partners's QYLD Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Global X NASDAQ-100 Covered Call ETF (QYLD) in Q2 2026: 286 shares worth $5.27K. The stake represents ﹤0.01% of the portfolio and ranks #653 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in QYLD as recently as Q4 2023.

Concord Wealth Partners first reported a position in QYLD in Q4 2021 and has held it in 9 quarters since. The position peaked at $36K in Q1 2022. 430 funds tracked by Wall St. Rank hold QYLD as of Q2 2026.

Concord Wealth Partners held 286 shares of Global X NASDAQ-100 Covered Call ETF worth $5.27K as of Q2 2026.
Global X NASDAQ-100 Covered Call ETF was a new Concord Wealth Partners position in Q2 2026.
Global X NASDAQ-100 Covered Call ETF made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #653 holding.
Concord Wealth Partners first reported a position in Global X NASDAQ-100 Covered Call ETF in Q4 2021 and has held it in 9 quarters since.
Concord Wealth Partners's Global X NASDAQ-100 Covered Call ETF position peaked at $36K in Q1 2022.
430 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.