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

Dogwood 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	$24K	Buy	1,300 +39	+3%	+$698	0.01%	229
2026 Q1	$21.6K	Buy	1,261 +37	+3%	+$651	0.01%	231
2025 Q4	$21.6K	Buy	1,224 +36	+3%	+$627	0.01%	189
2025 Q3	$20.2K	Buy	1,188 +35	+3%	+$588	0.01%	186
2025 Q2	$19.3K	Sell	1,153 -28	-2%	-$457	0.01%	178
2025 Q1	$19.6K	Buy	1,181 +56	+5%	+$1K	0.01%	156
2024 Q4	$20.5K	Buy	+1,125	New	+$20.5K	0.01%	146

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

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

Dogwood Wealth Management increased its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 3.1% in Q2 2026, buying an estimated $698 and bringing the position to 1,300 shares worth $24K. The position accounts for 0.01% of the portfolio, ranked #229.

Dogwood Wealth Management first reported a position in QYLD in Q4 2024 and has held it in 7 quarters since. 431 funds tracked by Wall St. Rank hold QYLD as of Q2 2026.

Dogwood Wealth Management held 1,300 shares of Global X NASDAQ-100 Covered Call ETF worth $24K as of Q2 2026.
Dogwood Wealth Management bought 39 Global X NASDAQ-100 Covered Call ETF shares in Q2 2026, an estimated $698.
Global X NASDAQ-100 Covered Call ETF made up 0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #229 holding.
Dogwood Wealth Management first reported a position in Global X NASDAQ-100 Covered Call ETF in Q4 2024 and has held it in 7 quarters since.
431 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.