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Gladstone Institutional Advisory’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Gladstone Institutional Advisory’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 		$266K Buy
15,501
+2,833
+22% +$49.9K 0.01% 712
2025
Q4 		$224K Buy
12,668
+1,518
+14% +$26.4K 0.01% 722
2025
Q3 		$190K Buy
11,150
+499
+5% +$8.38K 0.01% 760
2025
Q2 		$178K Buy
+10,651
New +$174K 0.01% 727

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 $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $857M AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Gladstone Institutional Advisory's QYLD Position: Q1 2026 in Review

Gladstone Institutional Advisory increased its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 22% in Q1 2026, buying an estimated $49.9K and bringing the position to 15,501 shares worth $266K. The position accounts for 0.01% of the portfolio, ranked #712.

Gladstone Institutional Advisory first reported a position in QYLD in Q2 2025 and has held it in 4 quarters since. 433 funds tracked by Wall St. Rank hold QYLD as of Q1 2026.

  • Gladstone Institutional Advisory held 15,501 shares of Global X NASDAQ-100 Covered Call ETF worth $266K as of Q1 2026.
  • Gladstone Institutional Advisory bought 2,833 Global X NASDAQ-100 Covered Call ETF shares in Q1 2026, an estimated $49.9K.
  • Global X NASDAQ-100 Covered Call ETF made up 0.01% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #712 holding.
  • Gladstone Institutional Advisory first reported a position in Global X NASDAQ-100 Covered Call ETF in Q2 2025 and has held it in 4 quarters since.
  • 433 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.