HWA
QYLD icon

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
Q2 		– Sell
-536
Closed -$9.19K – 723
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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Heritage Wealth Advisors's QYLD Position: Q2 2026 in Review

Heritage Wealth Advisors sold out of Global X NASDAQ-100 Covered Call ETF (QYLD) in Q2 2026, closing a stake of 536 shares — an estimated $9.19K sold.

Heritage Wealth Advisors first reported a position in QYLD in Q1 2026 and held it in 1 quarter. The position peaked at $9.19K in Q1 2026. 430 funds tracked by Wall St. Rank hold QYLD as of Q2 2026.

  • Heritage Wealth Advisors reported no remaining Global X NASDAQ-100 Covered Call ETF position as of Q2 2026 after selling out during the quarter.
  • Heritage Wealth Advisors sold 536 Global X NASDAQ-100 Covered Call ETF shares in Q2 2026, an estimated $9.19K.
  • Heritage Wealth Advisors first reported a position in Global X NASDAQ-100 Covered Call ETF in Q1 2026 and held it in 1 quarter.
  • Heritage Wealth Advisors's Global X NASDAQ-100 Covered Call ETF position peaked at $9.19K in Q1 2026.
  • 430 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.