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Global Retirement Partners’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Global Retirement Partners’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 		$1.89M Buy
+102,732
New +$1.84M 0.03% 508
2025
Q4 		$1.67M Sell
94,507
-10,901
-10% -$190K 0.03% 486
2025
Q3 		$1.79M Buy
105,408
+32,307
+44% +$543K 0.04% 385
2025
Q2 		$1.22M Buy
+73,101
New +$1.19M 0.03% 455
2024
Q4 		$1.21M Buy
66,486
+587
+0.9% +$10.7K 0.03% 403
2024
Q3 		$1.19M Buy
65,899
+2,883
+5% +$50.9K 0.04% 401
2024
Q2 		$1.11M Sell
63,016
-1,588
-2% -$28K 0.03% 397
2024
Q1 		$1.16M Buy
64,604
+7,628
+13% +$135K 0.04% 336
2023
Q4 		$997K Buy
56,976
+4,722
+9% +$80.5K 0.04% 339
2023
Q3 		$880K Buy
52,254
+1,804
+4% +$31.7K 0.04% 331
2023
Q2 		$895K Buy
50,450
+11,492
+29% +$201K 0.04% 330
2023
Q1 		$672K Buy
38,958
+28,419
+270% +$474K 0.04% 379
2022
Q4 		$168K Buy
10,539
+100
+1% +$1.62K 0.01% 650
2022
Q3 		$168K Buy
10,439
+7,008
+204% +$123K 0.01% 620
2022
Q2 		$60K Sell
3,431
-38,783
-92% -$731K ﹤0.01% 930
2022
Q1 		$740K Buy
+42,214
New +$872K 0.06% 293
2021
Q4 		– Sell
-1,342
Closed -$30K – 1422
2021
Q3 		$30K Hold
1,342
– – ﹤0.01% 1054
2021
Q2 		$30K Buy
+1,342
New +$30K ﹤0.01% 1050

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

Global Retirement Partners's QYLD Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Global X NASDAQ-100 Covered Call ETF (QYLD) in Q2 2026: 102,732 shares worth $1.89M. The stake represents 0.03% of the portfolio and ranks #508 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in QYLD as recently as Q4 2025.

Global Retirement Partners first reported a position in QYLD in Q2 2021 and has held it in 18 quarters since. 430 funds tracked by Wall St. Rank hold QYLD as of Q2 2026.

  • Global Retirement Partners held 102,732 shares of Global X NASDAQ-100 Covered Call ETF worth $1.89M as of Q2 2026.
  • Global X NASDAQ-100 Covered Call ETF was a new Global Retirement Partners position in Q2 2026.
  • Global X NASDAQ-100 Covered Call ETF made up 0.03% of Global Retirement Partners's portfolio in Q2 2026, its #508 holding.
  • Global Retirement Partners first reported a position in Global X NASDAQ-100 Covered Call ETF in Q2 2021 and has held it in 18 quarters since.
  • 430 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.