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Diversify Wealth Management’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Diversify Wealth Management’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 		$3.03M Buy
172,862
+432
+0.3% +$7.74K 0.05% 292
2026
Q1 		$3.09M Buy
+172,430
New +$3.03M 0.06% 266

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

Diversify Wealth Management's QYLD Position: Q2 2026 in Review

Diversify Wealth Management increased its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 0.25% in Q2 2026, buying an estimated $7.74K and bringing the position to 172,862 shares worth $3.03M. The position accounts for 0.05% of the portfolio, ranked #292.

Diversify Wealth Management first reported a position in QYLD in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.09M in Q1 2026. 431 funds tracked by Wall St. Rank hold QYLD as of Q2 2026.

  • Diversify Wealth Management held 172,862 shares of Global X NASDAQ-100 Covered Call ETF worth $3.03M as of Q2 2026.
  • Diversify Wealth Management bought 432 Global X NASDAQ-100 Covered Call ETF shares in Q2 2026, an estimated $7.74K.
  • Global X NASDAQ-100 Covered Call ETF made up 0.05% of Diversify Wealth Management's portfolio in Q2 2026, its #292 holding.
  • Diversify Wealth Management first reported a position in Global X NASDAQ-100 Covered Call ETF in Q1 2026 and has held it in 2 quarters since.
  • Diversify Wealth Management's Global X NASDAQ-100 Covered Call ETF position peaked at $3.09M in Q1 2026.
  • 431 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.