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CVA Family Office’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

CVA Family Office’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 		$9.25K Hold
502
– – ﹤0.01% 1041
2026
Q1 		$8.61K Hold
502
– – ﹤0.01% 1044
2025
Q4 		$8.87K Hold
502
– – ﹤0.01% 816
2025
Q3 		$8.54K Hold
502
– – ﹤0.01% 828
2025
Q2 		$8.39K Hold
502
– – ﹤0.01% 830
2025
Q1 		$8.35K Sell
502
-1,768
-78% -$31.7K ﹤0.01% 828
2024
Q4 		$41.4K Hold
2,270
– – 0.01% 558
2024
Q3 		$41K Hold
2,270
– – 0.01% 540
2024
Q2 		$40.1K Sell
2,270
-4,618
-67% -$81.5K 0.01% 533
2024
Q1 		$123K Hold
6,888
– – 0.02% 323
2023
Q4 		$119K Buy
+6,888
New +$117K 0.02% 311
2023
Q3 		– Sell
-8,125
Closed -$144K – 780
2023
Q2 		$144K Sell
8,125
-590
-7% -$10.3K 0.03% 262
2023
Q1 		$149K Buy
8,715
+48
+0.6% +$800 0.03% 258
2022
Q4 		$138K Sell
8,667
-8,078
-48% -$131K 0.03% 251
2022
Q3 		$262K Sell
16,745
-172
-1% -$3.02K 0.07% 149
2022
Q2 		$296K Buy
16,917
+32
+0.2% +$603 0.08% 125
2022
Q1 		$354K Sell
16,885
-1,480
-8% -$30.6K 0.08% 124
2021
Q4 		$408K Sell
18,365
-21,512
-54% -$486K 0.1% 111
2021
Q3 		$860K Sell
39,877
-2,165
-5% -$49.1K 0.62% 36
2021
Q2 		$943K Hold
42,042
– – 0.27% 60
2021
Q1 		$949K Buy
42,042
+2,165
+5% +$49.4K 0.36% 47
2020
Q4 		$909K Hold
39,877
– – 0.56% 39
2020
Q3 		$860K Sell
39,877
-640
-2% -$13.8K 0.62% 36
2020
Q2 		$851K Sell
40,517
-230
-0.6% -$4.67K 0.7% 33
2020
Q1 		$785K Buy
40,747
+15,196
+59% +$338K 0.8% 31
2019
Q4 		$603K Buy
+25,551
New +$593K 0.56% 38

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

CVA Family Office's QYLD Position: Q2 2026 in Review

CVA Family Office held its Global X NASDAQ-100 Covered Call ETF (QYLD) position steady in Q2 2026 at 502 shares worth $9.25K. The position accounts for ﹤0.01% of the portfolio, ranked #1041.

CVA Family Office first reported a position in QYLD in Q4 2019 and has held it in 26 quarters since. The position peaked at $949K in Q1 2021. 429 funds tracked by Wall St. Rank hold QYLD as of Q2 2026.

  • CVA Family Office held 502 shares of Global X NASDAQ-100 Covered Call ETF worth $9.25K as of Q2 2026.
  • CVA Family Office left its Global X NASDAQ-100 Covered Call ETF share count unchanged in Q2 2026.
  • Global X NASDAQ-100 Covered Call ETF made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #1041 holding.
  • CVA Family Office first reported a position in Global X NASDAQ-100 Covered Call ETF in Q4 2019 and has held it in 26 quarters since.
  • CVA Family Office's Global X NASDAQ-100 Covered Call ETF position peaked at $949K in Q1 2021.
  • 429 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.