Cypress Financial Planning’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Cypress Financial Planning’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	$208K	Buy	+11,312	New	+$203K	0.05%	105

Other funds holding QYLD

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return

Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return

APS Management Group Torrance, California $130M AUM 17.26% 1-Year Est. Return

PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return

Ulland Investment Advisors Minneapolis, Minnesota $136M AUM 32.68% 1-Year Est. Return

Cypress Financial Planning's QYLD Position: Q2 2026 in Review

Cypress Financial Planning opened a new position in Global X NASDAQ-100 Covered Call ETF (QYLD) in Q2 2026: 11,312 shares worth $208K. The stake represents 0.05% of the portfolio and ranks #105 among its holdings.

74 funds tracked by Wall St. Rank hold QYLD as of Q2 2026.

Cypress Financial Planning held 11,312 shares of Global X NASDAQ-100 Covered Call ETF worth $208K as of Q2 2026.
Global X NASDAQ-100 Covered Call ETF was a new Cypress Financial Planning position in Q2 2026.
Global X NASDAQ-100 Covered Call ETF made up 0.05% of Cypress Financial Planning's portfolio in Q2 2026, its #105 holding.
74 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q2 2026.

Based on Cypress Financial Planning's 13F filing for Q2 2026, filed 9 Jul 2026.