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Genesis Financial Group’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Genesis Financial Group’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 		$576K Buy
31,256
+242
+0.8% +$4.33K 0.37% 53
2026
Q1 		$532K Buy
31,014
+3,041
+11% +$53.5K 0.34% 60
2025
Q4 		$494K Buy
+27,973
New +$487K 0.29% 64

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

Genesis Financial Group's QYLD Position: Q2 2026 in Review

Genesis Financial Group increased its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 0.78% in Q2 2026, buying an estimated $4.33K and bringing the position to 31,256 shares worth $576K. The position accounts for 0.37% of the portfolio, ranked #53.

Genesis Financial Group first reported a position in QYLD in Q4 2025 and has held it in 3 quarters since. 431 funds tracked by Wall St. Rank hold QYLD as of Q2 2026.

  • Genesis Financial Group held 31,256 shares of Global X NASDAQ-100 Covered Call ETF worth $576K as of Q2 2026.
  • Genesis Financial Group bought 242 Global X NASDAQ-100 Covered Call ETF shares in Q2 2026, an estimated $4.33K.
  • Global X NASDAQ-100 Covered Call ETF made up 0.37% of Genesis Financial Group's portfolio in Q2 2026, its #53 holding.
  • Genesis Financial Group first reported a position in Global X NASDAQ-100 Covered Call ETF in Q4 2025 and has held it in 3 quarters since.
  • 431 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q2 2026.

Based on Genesis Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.