Curtis Advisory Group’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Curtis Advisory 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	$1.1M	Hold	59,629	–	–	0.21%	66
2026 Q1	$1.02M	Sell	59,629 -853	-1%	-$15K	0.22%	65
2025 Q4	$1.07M	Sell	60,482 -3,536	-6%	-$61.5K	0.22%	61
2025 Q3	$1.09M	Sell	64,018 -484	-0.8%	-$8.13K	0.25%	53
2025 Q2	$1.08M	Buy	64,502 +53,256	+474%	+$870K	0.27%	48
2025 Q1	$187K	Sell	11,246 -611	-5%	-$11K	0.05%	100
2024 Q4	$216K	Hold	11,857	–	–	0.06%	95
2024 Q3	$214K	Hold	11,857	–	–	0.06%	95
2024 Q2	$210K	Sell	11,857 -102	-0.9%	-$1.8K	0.07%	91
2024 Q1	$214K	Hold	11,959	–	–	0.08%	92
2023 Q4	$207K	Hold	11,959	–	–	0.09%	89
2023 Q3	$201K	Hold	11,959	–	–	0.07%	84
2023 Q2	$212K	Hold	11,959	–	–	0.07%	87
2023 Q1	$205K	Hold	11,959	–	–	0.07%	88
2022 Q4	$190K	Buy	+11,959	New	+$193K	0.08%	88

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

Curtis Advisory Group's QYLD Position: Q2 2026 in Review

Curtis Advisory Group held its Global X NASDAQ-100 Covered Call ETF (QYLD) position steady in Q2 2026 at 59,629 shares worth $1.1M. The position accounts for 0.21% of the portfolio, ranked #66.

Curtis Advisory Group first reported a position in QYLD in Q4 2022 and has held it in 15 quarters since. 429 funds tracked by Wall St. Rank hold QYLD as of Q2 2026.

Curtis Advisory Group held 59,629 shares of Global X NASDAQ-100 Covered Call ETF worth $1.1M as of Q2 2026.
Curtis Advisory Group left its Global X NASDAQ-100 Covered Call ETF share count unchanged in Q2 2026.
Global X NASDAQ-100 Covered Call ETF made up 0.21% of Curtis Advisory Group's portfolio in Q2 2026, its #66 holding.
Curtis Advisory Group first reported a position in Global X NASDAQ-100 Covered Call ETF in Q4 2022 and has held it in 15 quarters since.
429 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q2 2026.

Based on Curtis Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.