First Heartland Consultants’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

First Heartland Consultants’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	$421K	Buy	22,670 +985	+5%	+$17.9K	0.03%	373
2026 Q2	$400K	Buy	21,685 +137	+0.6%	+$2.45K	0.03%	377
2026 Q1	$370K	Buy	21,548 +132	+0.6%	+$2.32K	0.03%	353
2025 Q4	$378K	Buy	21,416 +629	+3%	+$10.9K	0.03%	349
2025 Q3	$354K	Sell	20,787 -4,723	-19%	-$79.3K	0.03%	366
2025 Q2	$427K	Buy	25,510 +5,660	+29%	+$92.5K	0.04%	301
2025 Q1	$330K	Buy	19,850 +913	+5%	+$16.4K	0.03%	327
2024 Q4	$345K	Buy	18,937 +3,160	+20%	+$57.7K	0.04%	315
2024 Q3	$285K	Buy	15,777 +567	+4%	+$10K	0.03%	348
2024 Q2	$269K	Buy	15,210 +1,178	+8%	+$20.8K	0.02%	368
2024 Q1	$251K	Buy	+14,032	New	+$249K	0.03%	364

Other funds holding QYLD

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

FIG

FSA Investment Group Pensacola, Florida $314M AUM 11.7% 1-Year Est. Return

CCAL

City Center Advisors LLC Troy, Michigan $131M AUM 24.02% 1-Year Est. Return

MWM

Meadowbrook Wealth Management Garden City, New York $95.4M AUM 31.96% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

PCS

Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

FCT

First Community Trust Dubuque, Iowa $300M AUM 39.19% 1-Year Est. Return

First Heartland Consultants's QYLD Position: Q3 2026 in Review

First Heartland Consultants increased its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 4.5% in Q3 2026, buying an estimated $17.9K and bringing the position to 22,670 shares worth $421K. The position accounts for 0.03% of the portfolio, ranked #373.

First Heartland Consultants first reported a position in QYLD in Q1 2024 and has held it in 11 quarters since. The position peaked at $427K in Q2 2025. 16 funds tracked by Wall St. Rank hold QYLD as of Q3 2026.

First Heartland Consultants held 22,670 shares of Global X NASDAQ-100 Covered Call ETF worth $421K as of Q3 2026.
First Heartland Consultants bought 985 Global X NASDAQ-100 Covered Call ETF shares in Q3 2026, an estimated $17.9K.
Global X NASDAQ-100 Covered Call ETF made up 0.03% of First Heartland Consultants's portfolio in Q3 2026, its #373 holding.
First Heartland Consultants first reported a position in Global X NASDAQ-100 Covered Call ETF in Q1 2024 and has held it in 11 quarters since.
First Heartland Consultants's Global X NASDAQ-100 Covered Call ETF position peaked at $427K in Q2 2025.
16 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q3 2026.

Based on First Heartland Consultants's 13F filing for Q3 2026, filed 8 Oct 2026.