Financial Management Professionals
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Financial Management Professionals’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Financial Management Professionals’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
Q3 		$12.9K Buy
698
+7
+1% +$127 ﹤0.01% 538
2026
Q2 		$12.7K Hold
691
– – ﹤0.01% 546
2026
Q1 		$11.9K Hold
691
– – ﹤0.01% 505
2025
Q4 		$12.2K Hold
691
– – ﹤0.01% 501
2025
Q3 		$11.8K Buy
691
+13
+2% +$218 ﹤0.01% 500
2025
Q2 		$11.3K Sell
678
-729
-52% -$11.9K ﹤0.01% 525
2025
Q1 		$23.4K Buy
1,407
+66
+5% +$1.18K ﹤0.01% 395
2024
Q4 		$24.4K Buy
1,341
+27
+2% +$493 ﹤0.01% 372
2024
Q3 		$24K Buy
1,314
+51
+4% +$901 ﹤0.01% 389
2024
Q2 		$22K Buy
1,263
+23
+2% +$406 ﹤0.01% 370
2024
Q1 		$22K Buy
1,240
+48
+4% +$851 ﹤0.01% 400
2023
Q4 		$21K Buy
1,192
+23
+2% +$392 ﹤0.01% 385
2023
Q3 		$20K Buy
+1,169
New +$20.5K ﹤0.01% 372

Other funds holding QYLD

Global X Japan
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.46B AUM 38.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Quadrature Capital
Quadrature Capital London, United Kingdom $16.1B AUM 61.25% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Financial Management Professionals's QYLD Position: Q3 2026 in Review

Financial Management Professionals increased its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 1% in Q3 2026, buying an estimated $127 and bringing the position to 698 shares worth $12.9K. The position accounts for ﹤0.01% of the portfolio, ranked #538.

Financial Management Professionals first reported a position in QYLD in Q3 2023 and has held it in 13 quarters since. The position peaked at $24.4K in Q4 2024. 383 funds tracked by Wall St. Rank hold QYLD as of Q3 2026.

  • Financial Management Professionals held 698 shares of Global X NASDAQ-100 Covered Call ETF worth $12.9K as of Q3 2026.
  • Financial Management Professionals bought 7 Global X NASDAQ-100 Covered Call ETF shares in Q3 2026, an estimated $127.
  • Global X NASDAQ-100 Covered Call ETF made up ﹤0.01% of Financial Management Professionals's portfolio in Q3 2026, its #538 holding.
  • Financial Management Professionals first reported a position in Global X NASDAQ-100 Covered Call ETF in Q3 2023 and has held it in 13 quarters since.
  • Financial Management Professionals's Global X NASDAQ-100 Covered Call ETF position peaked at $24.4K in Q4 2024.
  • 383 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q3 2026.

Based on Financial Management Professionals's 13F filing for Q3 2026, filed 23 Oct 2026.