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 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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $857M AUM

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ferguson Wellman Capital Management's QYLD Position: Q1 2026 in Review

Ferguson Wellman Capital Management opened a new position in Global X NASDAQ-100 Covered Call ETF (QYLD) in Q1 2026: 15,005 shares worth $257K. The stake represents ﹤0.01% of the portfolio and ranks #366 among its holdings.

433 funds tracked by Wall St. Rank hold QYLD as of Q1 2026.

Ferguson Wellman Capital Management held 15,005 shares of Global X NASDAQ-100 Covered Call ETF worth $257K as of Q1 2026.
Global X NASDAQ-100 Covered Call ETF was a new Ferguson Wellman Capital Management position in Q1 2026.
Global X NASDAQ-100 Covered Call ETF made up ﹤0.01% of Ferguson Wellman Capital Management's portfolio in Q1 2026, its #366 holding.
433 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q1 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q1 2026, filed 1 May 2026.