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Greenberg Financial Group’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Greenberg Financial 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
2025
Q4 		$257K Buy
+14,548
New +$253K 0.11% 91
2025
Q2 		$212K Buy
11,487
+71
+0.6% +$1.16K 0.08% 108
2025
Q1 		$196K Buy
+11,416
New +$205K 0.08% 102

Other funds holding QYLD

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
NAM
Nissay Asset Management Tokyo, Japan $23.7B AUM 45.95% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

Greenberg Financial Group's QYLD Position: Q4 2025 in Review

Greenberg Financial Group opened a new position in Global X NASDAQ-100 Covered Call ETF (QYLD) in Q4 2025: 14,548 shares worth $257K. The stake represents 0.11% of the portfolio and ranks #91 among its holdings. This is a return to the name: Greenberg Financial Group previously reported a position in QYLD as recently as Q2 2025.

Greenberg Financial Group first reported a position in QYLD in Q1 2025 and has held it in 3 quarters since. 430 funds tracked by Wall St. Rank hold QYLD as of Q4 2025.

  • Greenberg Financial Group held 14,548 shares of Global X NASDAQ-100 Covered Call ETF worth $257K as of Q4 2025.
  • Global X NASDAQ-100 Covered Call ETF was a new Greenberg Financial Group position in Q4 2025.
  • Global X NASDAQ-100 Covered Call ETF made up 0.11% of Greenberg Financial Group's portfolio in Q4 2025, its #91 holding.
  • Greenberg Financial Group first reported a position in Global X NASDAQ-100 Covered Call ETF in Q1 2025 and has held it in 3 quarters since.
  • 430 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q4 2025.

Based on Greenberg Financial Group's 13F filing for Q4 2025, filed 22 Jan 2026.