Heritage Wealth Advisors’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Heritage Wealth Advisors’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 Q1	$9.19K	Buy	+536	New	+$9.43K	﹤0.01%	525

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 $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $857M AUM

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Heritage Wealth Advisors's QYLD Position: Q1 2026 in Review

Heritage Wealth Advisors opened a new position in Global X NASDAQ-100 Covered Call ETF (QYLD) in Q1 2026: 536 shares worth $9.19K. The stake represents ﹤0.01% of the portfolio and ranks #525 among its holdings.

433 funds tracked by Wall St. Rank hold QYLD as of Q1 2026.

Heritage Wealth Advisors held 536 shares of Global X NASDAQ-100 Covered Call ETF worth $9.19K as of Q1 2026.
Global X NASDAQ-100 Covered Call ETF was a new Heritage Wealth Advisors position in Q1 2026.
Global X NASDAQ-100 Covered Call ETF made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #525 holding.
433 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.