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

Copley Financial Group’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 		$325K Buy
18,958
+5,545
+41% +$97.6K 0.2% 89
2025
Q4 		$237K Buy
13,413
+1,140
+9% +$19.8K 0.15% 104
2025
Q3 		$209K Buy
+12,273
New +$206K 0.14% 100
2024
Q4 		– Sell
-1,924
Closed -$34.7K – 186
2024
Q3 		$34.7K Buy
+1,924
New +$34K 0.03% 114

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

Copley Financial Group's QYLD Position: Q1 2026 in Review

Copley Financial Group increased its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 41% in Q1 2026, buying an estimated $97.6K and bringing the position to 18,958 shares worth $325K. The position accounts for 0.2% of the portfolio, ranked #89.

Copley Financial Group first reported a position in QYLD in Q3 2024 and has held it in 4 quarters since. 433 funds tracked by Wall St. Rank hold QYLD as of Q1 2026.

  • Copley Financial Group held 18,958 shares of Global X NASDAQ-100 Covered Call ETF worth $325K as of Q1 2026.
  • Copley Financial Group bought 5,545 Global X NASDAQ-100 Covered Call ETF shares in Q1 2026, an estimated $97.6K.
  • Global X NASDAQ-100 Covered Call ETF made up 0.2% of Copley Financial Group's portfolio in Q1 2026, its #89 holding.
  • Copley Financial Group first reported a position in Global X NASDAQ-100 Covered Call ETF in Q3 2024 and has held it in 4 quarters since.
  • 433 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q1 2026.

Based on Copley Financial Group's 13F filing for Q1 2026, filed 15 May 2026.