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Garton & Associates Financial Advisors’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Garton & Associates Financial 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
Q1 		– Sell
-1,150
Closed -$20.3K – 567
2025
Q4 		$20.3K Buy
+1,150
New +$20K 0.01% 624

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Garton & Associates Financial Advisors's QYLD Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Global X NASDAQ-100 Covered Call ETF (QYLD) in Q1 2026, closing a stake of 1,150 shares — an estimated $20.3K sold.

Garton & Associates Financial Advisors first reported a position in QYLD in Q4 2025 and held it in 1 quarter. The position peaked at $20.3K in Q4 2025. 435 funds tracked by Wall St. Rank hold QYLD as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Global X NASDAQ-100 Covered Call ETF position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 1,150 Global X NASDAQ-100 Covered Call ETF shares in Q1 2026, an estimated $20.3K.
  • Garton & Associates Financial Advisors first reported a position in Global X NASDAQ-100 Covered Call ETF in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Global X NASDAQ-100 Covered Call ETF position peaked at $20.3K in Q4 2025.
  • 435 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.