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Foundations Investment Advisors’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Foundations Investment Advisors’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 		$1.03M Sell
56,004
-9,799
-15% -$175K 0.01% 562
2026
Q1 		$1.13M Sell
65,803
-10,356
-14% -$182K 0.01% 496
2025
Q4 		$1.35M Buy
76,159
+15,360
+25% +$267K 0.02% 429
2025
Q3 		$1.03M Sell
60,799
-729
-1% -$12.2K 0.02% 457
2025
Q2 		$1.03M Buy
61,528
+7,677
+14% +$125K 0.02% 427
2025
Q1 		$896K Buy
53,851
+2,204
+4% +$39.5K 0.02% 427
2024
Q4 		$941K Buy
51,647
+8,971
+21% +$164K 0.02% 412
2024
Q3 		$770K Buy
42,676
+8,720
+26% +$154K 0.02% 411
2024
Q2 		$600K Buy
33,956
+965
+3% +$17K 0.01% 455
2024
Q1 		$591K Sell
32,991
-19,491
-37% -$346K 0.02% 428
2023
Q4 		$930K Sell
52,482
-134
-0.3% -$2.28K 0.03% 319
2023
Q3 		$882K Sell
52,616
-897
-2% -$15.7K 0.03% 301
2023
Q2 		$950K Sell
53,513
-12,506
-19% -$218K 0.03% 271
2023
Q1 		$1.13M Buy
66,019
+38,025
+136% +$634K 0.04% 222
2022
Q4 		$445K Buy
27,994
+3,764
+16% +$60.8K 0.02% 296
2022
Q3 		$379K Buy
24,230
+29
+0.1% +$509 0.02% 290
2022
Q2 		$428K Buy
24,201
+1,383
+6% +$26.1K 0.02% 250
2022
Q1 		$470K Sell
22,818
-1,920
-8% -$39.6K 0.02% 205
2021
Q4 		$547K Buy
24,738
+1,420
+6% +$32K 0.02% 189
2021
Q3 		$514K Buy
+23,318
New +$528K 0.02% 176

Other funds holding QYLD

GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Foundations Investment Advisors's QYLD Position: Q2 2026 in Review

Foundations Investment Advisors reduced its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 15% in Q2 2026, selling an estimated $175K and leaving 56,004 shares worth $1.03M. The position accounts for 0.01% of the portfolio, ranked #562.

Foundations Investment Advisors first reported a position in QYLD in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.35M in Q4 2025. 430 funds tracked by Wall St. Rank hold QYLD as of Q2 2026.

  • Foundations Investment Advisors held 56,004 shares of Global X NASDAQ-100 Covered Call ETF worth $1.03M as of Q2 2026.
  • Foundations Investment Advisors sold 9,799 Global X NASDAQ-100 Covered Call ETF shares in Q2 2026, an estimated $175K.
  • Global X NASDAQ-100 Covered Call ETF made up 0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #562 holding.
  • Foundations Investment Advisors first reported a position in Global X NASDAQ-100 Covered Call ETF in Q3 2021 and has held it in 20 quarters since.
  • Foundations Investment Advisors's Global X NASDAQ-100 Covered Call ETF position peaked at $1.35M in Q4 2025.
  • 430 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.