Golden State Wealth Management’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Golden State Wealth Management’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	$29.5K	Hold	1,600	–	–	﹤0.01%	866
2026 Q1	$27.4K	Sell	1,600 -53	-3%	-$933	﹤0.01%	839
2025 Q4	$29.2K	Buy	1,653 +1	+0.1%	+$17	﹤0.01%	829
2025 Q3	$28.1K	Buy	1,652 +2	+0.1%	+$34	﹤0.01%	832
2025 Q2	$27.6K	Sell	1,650 -23,180	-93%	-$379K	﹤0.01%	801
2025 Q1	$413K	Buy	24,830 +1,083	+5%	+$19.4K	0.06%	235
2024 Q4	$433K	Buy	+23,747	New	+$434K	0.06%	214
2019 Q4	–	Sell	-279	Closed	-$6K	–	720
2019 Q3	$6K	Buy	279 +6	+2%	+$137	﹤0.01%	834
2019 Q2	$6K	Buy	273 +4	+1%	+$91	﹤0.01%	843
2019 Q1	$6K	Buy	+269	New	+$5.97K	﹤0.01%	873

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

Golden State Wealth Management's QYLD Position: Q2 2026 in Review

Golden State Wealth Management held its Global X NASDAQ-100 Covered Call ETF (QYLD) position steady in Q2 2026 at 1,600 shares worth $29.5K. The position accounts for ﹤0.01% of the portfolio, ranked #866.

Golden State Wealth Management first reported a position in QYLD in Q1 2019 and has held it in 10 quarters since. The position peaked at $433K in Q4 2024. 430 funds tracked by Wall St. Rank hold QYLD as of Q2 2026.

Golden State Wealth Management held 1,600 shares of Global X NASDAQ-100 Covered Call ETF worth $29.5K as of Q2 2026.
Golden State Wealth Management left its Global X NASDAQ-100 Covered Call ETF share count unchanged in Q2 2026.
Global X NASDAQ-100 Covered Call ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #866 holding.
Golden State Wealth Management first reported a position in Global X NASDAQ-100 Covered Call ETF in Q1 2019 and has held it in 10 quarters since.
Golden State Wealth Management's Global X NASDAQ-100 Covered Call ETF position peaked at $433K in Q4 2024.
430 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.