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

Herold 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 Q3	$304K	Buy	16,368 +4,352	+36%	+$79.1K	0.06%	218
2026 Q2	$221K	Buy	+12,016	New	+$215K	0.04%	254
2022 Q3	–	Sell	-12,310	Closed	-$215K	–	195
2022 Q2	$215K	Sell	12,310 -5,000	-29%	-$94.2K	0.1%	184
2022 Q1	$363K	Sell	17,310 -6,250	-27%	-$129K	0.13%	147
2021 Q4	$522K	Hold	23,560	–	–	0.2%	122
2021 Q3	$519K	Buy	+23,560	New	+$534K	0.2%	125

Other funds holding QYLD

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.46B AUM 38.43% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

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

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

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Atlas Private Wealth Advisors Matawan, New Jersey $462M AUM 14.2% 1-Year Est. Return

Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

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

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return

Herold Advisors's QYLD Position: Q3 2026 in Review

Herold Advisors increased its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 36% in Q3 2026, buying an estimated $79.1K and bringing the position to 16,368 shares worth $304K. The position accounts for 0.06% of the portfolio, ranked #218.

Herold Advisors first reported a position in QYLD in Q3 2021 and has held it in 6 quarters since. The position peaked at $522K in Q4 2021. 122 funds tracked by Wall St. Rank hold QYLD as of Q3 2026.

Herold Advisors held 16,368 shares of Global X NASDAQ-100 Covered Call ETF worth $304K as of Q3 2026.
Herold Advisors bought 4,352 Global X NASDAQ-100 Covered Call ETF shares in Q3 2026, an estimated $79.1K.
Global X NASDAQ-100 Covered Call ETF made up 0.06% of Herold Advisors's portfolio in Q3 2026, its #218 holding.
Herold Advisors first reported a position in Global X NASDAQ-100 Covered Call ETF in Q3 2021 and has held it in 6 quarters since.
Herold Advisors's Global X NASDAQ-100 Covered Call ETF position peaked at $522K in Q4 2021.
122 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q3 2026.

Based on Herold Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.