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 Q2	$350K	Buy	18,997 +3,496	+23%	+$62.6K	0.01%	699
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 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

Gladstone Institutional Advisory's QYLD Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 23% in Q2 2026, buying an estimated $62.6K and bringing the position to 18,997 shares worth $350K. The position accounts for 0.01% of the portfolio, ranked #699.

Gladstone Institutional Advisory first reported a position in QYLD in Q2 2025 and has held it in 5 quarters since. 431 funds tracked by Wall St. Rank hold QYLD as of Q2 2026.

Gladstone Institutional Advisory held 18,997 shares of Global X NASDAQ-100 Covered Call ETF worth $350K as of Q2 2026.
Gladstone Institutional Advisory bought 3,496 Global X NASDAQ-100 Covered Call ETF shares in Q2 2026, an estimated $62.6K.
Global X NASDAQ-100 Covered Call ETF made up 0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #699 holding.
Gladstone Institutional Advisory first reported a position in Global X NASDAQ-100 Covered Call ETF in Q2 2025 and has held it in 5 quarters since.
431 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.