Fiduciary Group’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Fiduciary Group’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	$2.19M	Hold	118,979	–	–	0.17%	109
2026 Q1	$2.04M	Buy	118,979 +9,916	+9%	+$175K	0.17%	108
2025 Q4	$1.93M	Sell	109,063 -36	-0%	-$627	0.16%	113
2025 Q3	$1.86M	Hold	109,099	–	–	0.16%	115
2025 Q2	$1.82M	Buy	109,099 +20,416	+23%	+$334K	0.17%	113
2025 Q1	$1.47M	Buy	88,683 +30,544	+53%	+$548K	0.15%	124
2024 Q4	$1.06M	Hold	58,139	–	–	0.11%	146
2024 Q3	$1.05M	Buy	58,139 +7,900	+16%	+$139K	0.11%	143
2024 Q2	$888K	Buy	50,239 +3,023	+6%	+$53.4K	0.1%	150
2024 Q1	$846K	Buy	47,216 +1	+0%	+$18	0.09%	150
2023 Q4	$819K	Buy	47,215 +2,509	+6%	+$42.8K	0.1%	141
2023 Q3	$750K	Buy	44,706 +10,574	+31%	+$186K	0.1%	131
2023 Q2	$606K	Buy	34,132 +8	+0%	+$140	0.07%	143
2023 Q1	$585K	Buy	34,124 +1	+0%	+$17	0.08%	147
2022 Q4	$543K	Buy	34,123 +1	+0%	+$16	0.07%	150
2022 Q3	$559K	Buy	34,122 +10,430	+44%	+$183K	0.07%	148
2022 Q2	$438K	Buy	23,692 +14	+0.1%	+$264	0.05%	165
2022 Q1	$427K	Buy	23,678 +10,212	+76%	+$211K	0.06%	161
2021 Q4	$299K	Hold	13,466	–	–	0.03%	196
2021 Q3	$306K	Buy	13,466 +12	+0.1%	+$272	0.03%	197
2021 Q2	$304K	Buy	13,454 +43	+0.3%	+$962	0.04%	195
2021 Q1	$303K	Buy	+13,411	New	+$306K	0.04%	189

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

Fiduciary Group's QYLD Position: Q2 2026 in Review

Fiduciary Group held its Global X NASDAQ-100 Covered Call ETF (QYLD) position steady in Q2 2026 at 118,979 shares worth $2.19M. The position accounts for 0.17% of the portfolio, ranked #109.

Fiduciary Group first reported a position in QYLD in Q1 2021 and has held it in 22 quarters since. 430 funds tracked by Wall St. Rank hold QYLD as of Q2 2026.

Fiduciary Group held 118,979 shares of Global X NASDAQ-100 Covered Call ETF worth $2.19M as of Q2 2026.
Fiduciary Group left its Global X NASDAQ-100 Covered Call ETF share count unchanged in Q2 2026.
Global X NASDAQ-100 Covered Call ETF made up 0.17% of Fiduciary Group's portfolio in Q2 2026, its #109 holding.
Fiduciary Group first reported a position in Global X NASDAQ-100 Covered Call ETF in Q1 2021 and has held it in 22 quarters since.
430 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q2 2026.

Based on Fiduciary Group's 13F filing for Q2 2026, filed 10 Aug 2026.