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 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

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

Financial Management Professionals's QYLD Position: Q2 2026 in Review

Financial Management Professionals held its Global X NASDAQ-100 Covered Call ETF (QYLD) position steady in Q2 2026 at 691 shares worth $12.7K. The position accounts for ﹤0.01% of the portfolio, ranked #546.

Financial Management Professionals first reported a position in QYLD in Q3 2023 and has held it in 12 quarters since. The position peaked at $24.4K in Q4 2024. 430 funds tracked by Wall St. Rank hold QYLD as of Q2 2026.

Financial Management Professionals held 691 shares of Global X NASDAQ-100 Covered Call ETF worth $12.7K as of Q2 2026.
Financial Management Professionals left its Global X NASDAQ-100 Covered Call ETF share count unchanged in Q2 2026.
Global X NASDAQ-100 Covered Call ETF made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #546 holding.
Financial Management Professionals first reported a position in Global X NASDAQ-100 Covered Call ETF in Q3 2023 and has held it in 12 quarters since.
Financial Management Professionals's Global X NASDAQ-100 Covered Call ETF position peaked at $24.4K in Q4 2024.
430 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.