Foguth Wealth Management’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Foguth Wealth Management’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	$4.28M	Sell	233,778 -152,084	-39%	-$2.76M	0.43%	45
2026 Q2	$6.81M	Sell	385,862 -1,697,305	-81%	-$30.4M	0.78%	41
2026 Q1	$37.7M	Buy	2,083,167 +838,503	+67%	+$14.8M	4.39%	4
2025 Q4	$22M	Buy	+1,244,664	New	+$21.7M	3.41%	5
2025 Q2	$28.8M	Buy	1,720,508 +1,400,829	+438%	+$22.9M	6.15%	1
2025 Q1	$5.32M	Buy	319,679 +34,781	+12%	+$624K	1.29%	25
2024 Q4	$5.28M	Buy	284,898 +99,209	+53%	+$1.81M	1.38%	23
2024 Q3	$3.36M	Buy	185,689 +49,045	+36%	+$866K	1.22%	24
2024 Q2	$2.41M	Buy	136,644 +37,010	+37%	+$654K	1.06%	25
2024 Q1	$1.78M	Buy	+99,634	New	+$1.77M	0.96%	27

Other funds holding QYLD

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.46B AUM 38.43% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Sims Investment Management Cincinnati, Ohio $320M AUM 14.23% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Foguth Wealth Management's QYLD Position: Q3 2026 in Review

Foguth Wealth Management reduced its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 39% in Q3 2026, selling an estimated $2.76M and leaving 233,778 shares worth $4.28M. The position accounts for 0.43% of the portfolio, ranked #45.

Foguth Wealth Management first reported a position in QYLD in Q1 2024 and has held it in 10 quarters since. The position peaked at $37.7M in Q1 2026. 110 funds tracked by Wall St. Rank hold QYLD as of Q3 2026.

Foguth Wealth Management held 233,778 shares of Global X NASDAQ-100 Covered Call ETF worth $4.28M as of Q3 2026.
Foguth Wealth Management sold 152,084 Global X NASDAQ-100 Covered Call ETF shares in Q3 2026, an estimated $2.76M.
Global X NASDAQ-100 Covered Call ETF made up 0.43% of Foguth Wealth Management's portfolio in Q3 2026, its #45 holding.
Foguth Wealth Management first reported a position in Global X NASDAQ-100 Covered Call ETF in Q1 2024 and has held it in 10 quarters since.
Foguth Wealth Management's Global X NASDAQ-100 Covered Call ETF position peaked at $37.7M in Q1 2026.
110 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q3 2026.

Based on Foguth Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.