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Cornerstone Planning Group’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Cornerstone Planning 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
2025
Q2 		– Sell
-626
Closed -$10K – 1657
2025
Q1 		$10K Buy
+626
New +$11.2K ﹤0.01% 565
2023
Q4 		– Sell
-397
Closed -$6.66K – 1007
2023
Q3 		$6.66K Buy
+397
New +$6.97K ﹤0.01% 496

Other funds holding QYLD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 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
NAM
Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Cornerstone Planning Group's QYLD Position: Q2 2025 in Review

Cornerstone Planning Group sold out of Global X NASDAQ-100 Covered Call ETF (QYLD) in Q2 2025, closing a stake of 626 shares — an estimated $10K sold.

Cornerstone Planning Group first reported a position in QYLD in Q3 2023 and held it in 2 quarters. The position peaked at $10K in Q1 2025. 409 funds tracked by Wall St. Rank hold QYLD as of Q2 2025.

  • Cornerstone Planning Group reported no remaining Global X NASDAQ-100 Covered Call ETF position as of Q2 2025 after selling out during the quarter.
  • Cornerstone Planning Group sold 626 Global X NASDAQ-100 Covered Call ETF shares in Q2 2025, an estimated $10K.
  • Cornerstone Planning Group first reported a position in Global X NASDAQ-100 Covered Call ETF in Q3 2023 and held it in 2 quarters.
  • Cornerstone Planning Group's Global X NASDAQ-100 Covered Call ETF position peaked at $10K in Q1 2025.
  • 409 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q2 2025.

Based on Cornerstone Planning Group's 13F filing for Q2 2025, filed 11 Aug 2025.