BFC Planning, Inc.’s Global X Nasdaq 100 Covered Call & Growth ETF QYLG Stock Holding History

BFC Planning, Inc.’s Portfolio QYLG Stock Details QYLG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.3M	Sell	42,914 -1,130	-3%	-$32.7K	0.05%	334
2026 Q1	$1.14M	Buy	44,044 +1,114	+3%	+$30.1K	0.05%	336
2025 Q4	$1.17M	Buy	42,930 +21	+0%	+$626	0.05%	333
2025 Q3	$1.26M	Sell	42,909 -1,987	-4%	-$56.5K	0.09%	197
2025 Q2	$1.25M	Buy	44,896 +2,038	+5%	+$53.3K	0.1%	186
2025 Q1	$1.1M	Buy	42,858 +2,935	+7%	+$81.5K	0.1%	185
2024 Q4	$1.12M	Buy	+39,923	New	+$1.31M	0.09%	189

Other funds holding QYLG

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

PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

BFCFSI

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. Cedar Rapids, Iowa $743M AUM 33.65% 1-Year Est. Return

Cannon Wealth Management Services Winston Salem, North Carolina $183M AUM 18.59% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

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

BFC Planning, Inc. reduced its Global X Nasdaq 100 Covered Call & Growth ETF (QYLG) stake by 2.6% in Q2 2026, selling an estimated $32.7K and leaving 42,914 shares worth $1.3M. The position accounts for 0.05% of the portfolio, ranked #334.

BFC Planning, Inc. first reported a position in QYLG in Q4 2024 and has held it in 7 quarters since. 35 funds tracked by Wall St. Rank hold QYLG as of Q2 2026.

BFC Planning, Inc. held 42,914 shares of Global X Nasdaq 100 Covered Call & Growth ETF worth $1.3M as of Q2 2026.
BFC Planning, Inc. sold 1,130 Global X Nasdaq 100 Covered Call & Growth ETF shares in Q2 2026, an estimated $32.7K.
Global X Nasdaq 100 Covered Call & Growth ETF made up 0.05% of BFC Planning, Inc.'s portfolio in Q2 2026, its #334 holding.
BFC Planning, Inc. first reported a position in Global X Nasdaq 100 Covered Call & Growth ETF in Q4 2024 and has held it in 7 quarters since.
35 funds tracked by Wall St. Rank held Global X Nasdaq 100 Covered Call & Growth ETF as of Q2 2026.

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