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Ferguson Wellman Capital Management’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Ferguson Wellman Capital 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 		$277K Buy
15,006
+1
+0% +$18 ﹤0.01% 384
2026
Q1 		$257K Buy
+15,005
New +$264K ﹤0.01% 366

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

Ferguson Wellman Capital Management's QYLD Position: Q2 2026 in Review

Ferguson Wellman Capital Management increased its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 0.01% in Q2 2026, buying an estimated $18 and bringing the position to 15,006 shares worth $277K. The position accounts for ﹤0.01% of the portfolio, ranked #384.

Ferguson Wellman Capital Management first reported a position in QYLD in Q1 2026 and has held it in 2 quarters since. 430 funds tracked by Wall St. Rank hold QYLD as of Q2 2026.

  • Ferguson Wellman Capital Management held 15,006 shares of Global X NASDAQ-100 Covered Call ETF worth $277K as of Q2 2026.
  • Ferguson Wellman Capital Management bought 1 Global X NASDAQ-100 Covered Call ETF share in Q2 2026, an estimated $18.
  • Global X NASDAQ-100 Covered Call ETF made up ﹤0.01% of Ferguson Wellman Capital Management's portfolio in Q2 2026, its #384 holding.
  • Ferguson Wellman Capital Management first reported a position in Global X NASDAQ-100 Covered Call ETF in Q1 2026 and has held it in 2 quarters since.
  • 430 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q2 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.