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 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

GXJ

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Foguth Wealth Management's QYLD Position: Q1 2026 in Review

Foguth Wealth Management increased its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 67% in Q1 2026, buying an estimated $14.8M and bringing the position to 2,083,167 shares worth $37.7M. The position accounts for 4.39% of the portfolio, ranked #4.

Foguth Wealth Management first reported a position in QYLD in Q1 2024 and has held it in 8 quarters since. 433 funds tracked by Wall St. Rank hold QYLD as of Q1 2026.

Foguth Wealth Management held 2,083,167 shares of Global X NASDAQ-100 Covered Call ETF worth $37.7M as of Q1 2026.
Foguth Wealth Management bought 838,503 Global X NASDAQ-100 Covered Call ETF shares in Q1 2026, an estimated $14.8M.
Global X NASDAQ-100 Covered Call ETF made up 4.39% of Foguth Wealth Management's portfolio in Q1 2026, its #4 holding.
Foguth Wealth Management first reported a position in Global X NASDAQ-100 Covered Call ETF in Q1 2024 and has held it in 8 quarters since.
433 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q1 2026.

Based on Foguth Wealth Management's 13F filing for Q1 2026, filed 1 Jun 2026.