HBW Advisory Services’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

HBW Advisory Services’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	$1.86M	Sell	100,451 -74,878	-43%	-$1.36M	0.18%	114
2026 Q2	$3.23M	Buy	175,329 +101	+0.1%	+$1.81K	0.29%	77
2026 Q1	$3.01M	Sell	175,228 -9,252	-5%	-$163K	0.32%	76
2025 Q4	$3.26M	Sell	184,480 -9,624	-5%	-$167K	0.35%	68
2025 Q3	$3.3M	Sell	194,104 -1,702	-0.9%	-$28.6K	0.37%	64
2025 Q2	$3.27M	Buy	195,806 +8,822	+5%	+$144K	0.4%	56
2025 Q1	$3.11M	Buy	186,984 +39,457	+27%	+$708K	0.44%	56
2024 Q4	$2.69M	Sell	147,527 -1,396	-0.9%	-$25.5K	0.28%	69
2024 Q3	$2.69M	Sell	148,923 -152,369	-51%	-$2.69M	0.39%	71
2024 Q2	$5.32M	Buy	301,292 +1,862	+0.6%	+$32.9K	0.88%	18
2024 Q1	$5.19M	Hold	299,430	–	–	0.97%	16
2023 Q4	$5.19M	Buy	299,430 +4,255	+1%	+$72.5K	0.97%	16
2023 Q3	$4.95M	Buy	295,175 +132,359	+81%	+$2.32M	1.03%	13
2023 Q2	$2.89M	Buy	162,816 +3,970	+2%	+$69.3K	0.63%	43
2023 Q1	$2.72M	Sell	158,846 -10,114	-6%	-$169K	0.68%	43
2022 Q4	$2.69M	Sell	168,960 -44,568	-21%	-$720K	0.71%	41
2022 Q3	$3.34M	Sell	213,528 -11,177	-5%	-$196K	0.93%	30
2022 Q2	$3.93M	Buy	224,705 +121,778	+118%	+$2.29M	1.01%	30
2022 Q1	$2.16M	Sell	102,927 -21,111	-17%	-$436K	0.76%	39
2021 Q4	$2.75M	Buy	124,038 +79,404	+178%	+$1.79M	0.64%	50
2021 Q3	$985K	Buy	44,634 +4,410	+11%	+$99.9K	0.25%	97
2021 Q2	$903K	Buy	+40,224	New	+$900K	0.24%	106

Other funds holding QYLD

SIM

Sims Investment Management Cincinnati, Ohio $320M AUM 14.23% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

RFN

RDA Financial Network Akron, Iowa $459M AUM 19.8% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

UIA

Ulland Investment Advisors Minneapolis, Minnesota $142M AUM 22.97% 1-Year Est. Return

AMG

APS Management Group Torrance, California $139M AUM 6.66% 1-Year Est. Return

HAG

HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

HBW Advisory Services's QYLD Position: Q3 2026 in Review

HBW Advisory Services reduced its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 43% in Q3 2026, selling an estimated $1.36M and leaving 100,451 shares worth $1.86M. The position accounts for 0.18% of the portfolio, ranked #114.

HBW Advisory Services first reported a position in QYLD in Q2 2021 and has held it in 22 quarters since. The position peaked at $5.32M in Q2 2024. 56 funds tracked by Wall St. Rank hold QYLD as of Q3 2026.

HBW Advisory Services held 100,451 shares of Global X NASDAQ-100 Covered Call ETF worth $1.86M as of Q3 2026.
HBW Advisory Services sold 74,878 Global X NASDAQ-100 Covered Call ETF shares in Q3 2026, an estimated $1.36M.
Global X NASDAQ-100 Covered Call ETF made up 0.18% of HBW Advisory Services's portfolio in Q3 2026, its #114 holding.
HBW Advisory Services first reported a position in Global X NASDAQ-100 Covered Call ETF in Q2 2021 and has held it in 22 quarters since.
HBW Advisory Services's Global X NASDAQ-100 Covered Call ETF position peaked at $5.32M in Q2 2024.
56 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q3 2026.

Based on HBW Advisory Services's 13F filing for Q3 2026, filed 15 Oct 2026.