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

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return

APS Management Group Torrance, California $130M AUM 17.26% 1-Year Est. Return

Key Client Fiduciary Advisors Fairfield, New Jersey $343M AUM 35.3% 1-Year Est. Return

HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return

TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return