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Green Ridge Wealth Planning’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Green Ridge Wealth Planning’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 		– Sell
-10,071
Closed -$186K – 96
2026
Q2 		$186K Sell
10,071
-150
-1% -$2.69K 0.08% 90
2026
Q1 		$175K Hold
10,221
– – 0.09% 84
2025
Q4 		$181K Buy
+10,221
New +$178K 0.09% 83

Other funds holding QYLD

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FIG
FSA Investment Group Pensacola, Florida $314M AUM 11.7% 1-Year Est. Return
CCAL
City Center Advisors LLC Troy, Michigan $131M AUM 24.02% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
MWM
Meadowbrook Wealth Management Garden City, New York $95.4M AUM 31.96% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Green Ridge Wealth Planning's QYLD Position: Q3 2026 in Review

Green Ridge Wealth Planning sold out of Global X NASDAQ-100 Covered Call ETF (QYLD) in Q3 2026, closing a stake of 10,071 shares — an estimated $186K sold.

Green Ridge Wealth Planning first reported a position in QYLD in Q4 2025 and held it in 3 quarters. The position peaked at $186K in Q2 2026. 16 funds tracked by Wall St. Rank hold QYLD as of Q3 2026.

  • Green Ridge Wealth Planning reported no remaining Global X NASDAQ-100 Covered Call ETF position as of Q3 2026 after selling out during the quarter.
  • Green Ridge Wealth Planning sold 10,071 Global X NASDAQ-100 Covered Call ETF shares in Q3 2026, an estimated $186K.
  • Green Ridge Wealth Planning first reported a position in Global X NASDAQ-100 Covered Call ETF in Q4 2025 and held it in 3 quarters.
  • Green Ridge Wealth Planning's Global X NASDAQ-100 Covered Call ETF position peaked at $186K in Q2 2026.
  • 16 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q3 2026.

Based on Green Ridge Wealth Planning's 13F filing for Q3 2026, filed 8 Oct 2026.