Diversify Advisory Services’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Diversify Advisory Services’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 Q3	$3.27M	Buy	174,461 +1,599	+0.9%	+$29K	0.05%	310
2026 Q2	$3.03M	Buy	+172,862	New	+$3.1M	0.05%	292
2026 Q1	–	Sell	-171,877	Closed	-$3.07M	–	697
2025 Q4	$3.07M	Buy	171,877 +222	+0.1%	+$3.86K	0.1%	160
2025 Q3	$3M	Buy	171,655 +391	+0.2%	+$6.57K	0.1%	157
2025 Q2	$2.9M	Buy	171,264 +127	+0.1%	+$2.08K	0.11%	136
2025 Q1	$2.79M	Buy	171,137 +1,125	+0.7%	+$20.2K	0.17%	95
2024 Q4	$3.1M	Buy	170,012 +781	+0.5%	+$14.3K	0.17%	89
2024 Q3	$3.07M	Sell	169,231 -4,763	-3%	-$84.1K	0.17%	109
2024 Q2	$3.12M	Buy	173,994 +2,352	+1%	+$41.5K	0.17%	106
2024 Q1	$3.08M	Buy	+171,642	New	+$3.04M	0.18%	121

Other funds holding QYLD

SIM

Sims Investment Management Cincinnati, Ohio $320M AUM 14.23% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return

RFN

RDA Financial Network Akron, Iowa $459M AUM 19.8% 1-Year Est. Return

Diversify Advisory Services's QYLD Position: Q3 2026 in Review

Diversify Advisory Services increased its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 0.93% in Q3 2026, buying an estimated $29K and bringing the position to 174,461 shares worth $3.27M. The position accounts for 0.05% of the portfolio, ranked #310.

Diversify Advisory Services first reported a position in QYLD in Q1 2024 and has held it in 10 quarters since. 95 funds tracked by Wall St. Rank hold QYLD as of Q3 2026.

Diversify Advisory Services held 174,461 shares of Global X NASDAQ-100 Covered Call ETF worth $3.27M as of Q3 2026.
Diversify Advisory Services bought 1,599 Global X NASDAQ-100 Covered Call ETF shares in Q3 2026, an estimated $29K.
Global X NASDAQ-100 Covered Call ETF made up 0.05% of Diversify Advisory Services's portfolio in Q3 2026, its #310 holding.
Diversify Advisory Services first reported a position in Global X NASDAQ-100 Covered Call ETF in Q1 2024 and has held it in 10 quarters since.
95 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.