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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
Q2 		$406K Buy
22,004
+3,046
+16% +$54.5K 0.25% 54
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 $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Copley Financial Group's QYLD Position: Q2 2026 in Review

Copley Financial Group increased its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 16% in Q2 2026, buying an estimated $54.5K and bringing the position to 22,004 shares worth $406K. The position accounts for 0.25% of the portfolio, ranked #54.

Copley Financial Group first reported a position in QYLD in Q3 2024 and has held it in 5 quarters since. 430 funds tracked by Wall St. Rank hold QYLD as of Q2 2026.

  • Copley Financial Group held 22,004 shares of Global X NASDAQ-100 Covered Call ETF worth $406K as of Q2 2026.
  • Copley Financial Group bought 3,046 Global X NASDAQ-100 Covered Call ETF shares in Q2 2026, an estimated $54.5K.
  • Global X NASDAQ-100 Covered Call ETF made up 0.25% of Copley Financial Group's portfolio in Q2 2026, its #54 holding.
  • Copley Financial Group first reported a position in Global X NASDAQ-100 Covered Call ETF in Q3 2024 and has held it in 5 quarters since.
  • 430 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q2 2026.

Based on Copley Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.