Great Valley Advisor Group
QYLD icon

Great Valley Advisor Group’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Great Valley Advisor 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
Q3 		$1.41M Buy
75,772
+41,469
+121% +$753K 0.02% 519
2026
Q2 		$632K Buy
34,303
+729
+2% +$13.1K 0.01% 643
2026
Q1 		$576K Buy
33,574
+161
+0.5% +$2.83K 0.01% 643
2025
Q4 		$590K Buy
33,413
+604
+2% +$10.5K 0.01% 587
2025
Q3 		$558K Buy
32,809
+2,855
+10% +$47.9K 0.01% 600
2025
Q2 		$501K Sell
29,954
-525
-2% -$8.58K 0.01% 608
2025
Q1 		$507K Buy
30,479
+1,597
+6% +$28.6K 0.01% 589
2024
Q4 		$526K Buy
28,882
+1,061
+4% +$19.4K 0.01% 569
2024
Q3 		$502K Sell
27,821
-1,737
-6% -$30.7K 0.01% 563
2024
Q2 		$522K Buy
29,558
+8,048
+37% +$142K 0.01% 520
2024
Q1 		$385K Buy
21,510
+813
+4% +$14.4K 0.01% 548
2023
Q4 		$359K Buy
20,697
+5,997
+41% +$102K 0.01% 534
2023
Q3 		$247K Buy
14,700
+40
+0.3% +$702 0.01% 583
2023
Q2 		$260K Buy
14,660
+1,300
+10% +$22.7K 0.01% 595
2023
Q1 		$229K Buy
+13,360
New +$223K 0.01% 622
2022
Q1 		– Sell
-38,470
Closed -$854K – 620
2021
Q4 		$854K Buy
38,470
+411
+1% +$9.28K 0.05% 284
2021
Q3 		$840K Buy
38,059
+3,372
+10% +$76.4K 0.06% 266
2021
Q2 		$778K Buy
34,687
+1
+0% +$22 0.06% 262
2021
Q1 		$783K Sell
34,686
-927
-3% -$21.2K 0.08% 228
2020
Q4 		$812K Buy
35,613
+2,518
+8% +$55.7K 0.08% 205
2020
Q3 		$714K Sell
33,095
-363
-1% -$7.84K 0.09% 196
2020
Q2 		$703K Sell
33,458
-10,633
-24% -$216K 0.12% 184
2020
Q1 		$850K Buy
44,091
+1,714
+4% +$38.1K 0.23% 129
2019
Q4 		$1M Buy
42,377
+2,708
+7% +$62.8K 0.22% 136
2019
Q3 		$897K Buy
39,669
+1,472
+4% +$33.7K 0.22% 138
2019
Q2 		$871K Sell
38,197
-13,345
-26% -$302K 0.22% 138
2019
Q1 		$1.17M Buy
+51,542
New +$1.14M 0.37% 76

Other funds holding QYLD

Global X Japan
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.46B AUM 38.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Quadrature Capital
Quadrature Capital London, United Kingdom $16.1B AUM 61.25% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
HUB Investment Partners
HUB Investment Partners Austin, Texas $5.8B AUM 24.38% 1-Year Est. Return
Sims Investment Management
Sims Investment Management Cincinnati, Ohio $320M AUM 14.23% 1-Year Est. Return

Great Valley Advisor Group's QYLD Position: Q3 2026 in Review

Great Valley Advisor Group increased its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 121% in Q3 2026, buying an estimated $753K and bringing the position to 75,772 shares worth $1.41M. The position accounts for 0.02% of the portfolio, ranked #519.

Great Valley Advisor Group first reported a position in QYLD in Q1 2019 and has held it in 27 quarters since. 353 funds tracked by Wall St. Rank hold QYLD as of Q3 2026.

  • Great Valley Advisor Group held 75,772 shares of Global X NASDAQ-100 Covered Call ETF worth $1.41M as of Q3 2026.
  • Great Valley Advisor Group bought 41,469 Global X NASDAQ-100 Covered Call ETF shares in Q3 2026, an estimated $753K.
  • Global X NASDAQ-100 Covered Call ETF made up 0.02% of Great Valley Advisor Group's portfolio in Q3 2026, its #519 holding.
  • Great Valley Advisor Group first reported a position in Global X NASDAQ-100 Covered Call ETF in Q1 2019 and has held it in 27 quarters since.
  • 353 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q3 2026.

Based on Great Valley Advisor Group's 13F filing for Q3 2026, filed 9 Nov 2026.