Focus Financial Network
QYLD icon

Focus Financial Network’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Focus Financial Network’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 		$405K Sell
21,842
-332
-1% -$6.03K 0.01% 545
2026
Q2 		$409K Buy
22,174
+323
+1% +$5.78K 0.01% 540
2026
Q1 		$375K Buy
21,851
+299
+1% +$5.26K 0.01% 546
2025
Q4 		$381K Sell
21,552
-1,967
-8% -$34.2K 0.01% 524
2025
Q3 		$400K Buy
23,519
+359
+2% +$6.03K 0.01% 510
2025
Q2 		$387K Buy
23,160
+411
+2% +$6.72K 0.02% 494
2025
Q1 		$378K Buy
22,749
+507
+2% +$9.1K 0.02% 486
2024
Q4 		$405K Buy
22,242
+774
+4% +$14.1K 0.02% 465
2024
Q3 		$387K Buy
21,468
+1,643
+8% +$29K 0.02% 476
2024
Q2 		$355K Buy
19,825
+243
+1% +$4.29K 0.02% 486
2024
Q1 		$344K Buy
19,582
+1,935
+11% +$34.3K 0.02% 465
2023
Q4 		$309K Sell
17,647
-14,594
-45% -$249K 0.01% 565
2023
Q3 		$541K Buy
32,241
+533
+2% +$9.35K 0.03% 340
2023
Q2 		$563K Buy
31,708
+14,565
+85% +$254K 0.03% 340
2023
Q1 		$294K Buy
17,143
+412
+2% +$6.86K 0.02% 453
2022
Q4 		$269K Buy
16,731
+233
+1% +$3.76K 0.02% 393
2022
Q3 		$258K Sell
16,498
-185
-1% -$3.25K 0.02% 396
2022
Q2 		$291K Buy
16,683
+676
+4% +$12.7K 0.02% 389
2022
Q1 		$336K Buy
+16,007
New +$330K 0.02% 373

Other funds holding QYLD

SIM
Sims Investment Management Cincinnati, Ohio $320M AUM 14.23% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Newbridge Financial Services Group
Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Foguth Wealth Management
Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
NWF Advisory Services
NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return
RFN
RDA Financial Network Akron, Iowa $459M AUM 19.8% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Focus Financial Network's QYLD Position: Q3 2026 in Review

Focus Financial Network reduced its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 1.5% in Q3 2026, selling an estimated $6.03K and leaving 21,842 shares worth $405K. The position accounts for 0.01% of the portfolio, ranked #545.

Focus Financial Network first reported a position in QYLD in Q1 2022 and has held it in 19 quarters since. The position peaked at $563K in Q2 2023. 83 funds tracked by Wall St. Rank hold QYLD as of Q3 2026.

  • Focus Financial Network held 21,842 shares of Global X NASDAQ-100 Covered Call ETF worth $405K as of Q3 2026.
  • Focus Financial Network sold 332 Global X NASDAQ-100 Covered Call ETF shares in Q3 2026, an estimated $6.03K.
  • Global X NASDAQ-100 Covered Call ETF made up 0.01% of Focus Financial Network's portfolio in Q3 2026, its #545 holding.
  • Focus Financial Network first reported a position in Global X NASDAQ-100 Covered Call ETF in Q1 2022 and has held it in 19 quarters since.
  • Focus Financial Network's Global X NASDAQ-100 Covered Call ETF position peaked at $563K in Q2 2023.
  • 83 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q3 2026.

Based on Focus Financial Network's 13F filing for Q3 2026, filed 14 Oct 2026.