BFC Planning, Inc.’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

BFC Planning, Inc.’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	$1.38M	Buy	75,104 +7,809	+12%	+$140K	0.06%	321
2026 Q1	$1.15M	Sell	67,295 -951	-1%	-$16.7K	0.05%	333
2025 Q4	$1.21M	Sell	68,246 -150,280	-69%	-$2.62M	0.05%	328
2025 Q3	$3.72M	Sell	218,526 -8,234	-4%	-$138K	0.27%	68
2025 Q2	$3.79M	Buy	226,760 +1,095	+0.5%	+$17.9K	0.3%	67
2025 Q1	$3.75M	Buy	225,665 +151,441	+204%	+$2.72M	0.33%	64
2024 Q4	$1.35M	Buy	+74,224	New	+$1.36M	0.11%	166

Other funds holding QYLD

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BFC Planning, Inc.'s QYLD Position: Q2 2026 in Review

BFC Planning, Inc. increased its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 12% in Q2 2026, buying an estimated $140K and bringing the position to 75,104 shares worth $1.38M. The position accounts for 0.06% of the portfolio, ranked #321.

BFC Planning, Inc. first reported a position in QYLD in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.79M in Q2 2025. 434 funds tracked by Wall St. Rank hold QYLD as of Q2 2026.

BFC Planning, Inc. held 75,104 shares of Global X NASDAQ-100 Covered Call ETF worth $1.38M as of Q2 2026.
BFC Planning, Inc. bought 7,809 Global X NASDAQ-100 Covered Call ETF shares in Q2 2026, an estimated $140K.
Global X NASDAQ-100 Covered Call ETF made up 0.06% of BFC Planning, Inc.'s portfolio in Q2 2026, its #321 holding.
BFC Planning, Inc. first reported a position in Global X NASDAQ-100 Covered Call ETF in Q4 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s Global X NASDAQ-100 Covered Call ETF position peaked at $3.79M in Q2 2025.
434 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.