Independent Advisor Alliance’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Independent Advisor Alliance’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	-48,151	Closed	-$826K	–	1495
2026 Q1	$826K	Buy	48,151 +31,051	+182%	+$546K	0.01%	920
2025 Q4	$302K	Sell	17,100 -1,453	-8%	-$25.3K	0.01%	794
2025 Q3	$316K	Sell	18,553 -121,538	-87%	-$2.04M	0.01%	753
2025 Q2	$2.34M	Sell	140,091 -35,857	-20%	-$586K	0.07%	249
2025 Q1	$2.93M	Buy	175,948 +3,920	+2%	+$70.3K	0.1%	194
2024 Q4	$3.13M	Buy	+172,028	New	+$3.14M	0.04%	391

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 $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Independent Advisor Alliance's QYLD Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Global X NASDAQ-100 Covered Call ETF (QYLD) in Q2 2026, closing a stake of 48,151 shares — an estimated $826K sold.

Independent Advisor Alliance first reported a position in QYLD in Q4 2024 and held it in 6 quarters. The position peaked at $3.13M in Q4 2024. 429 funds tracked by Wall St. Rank hold QYLD as of Q2 2026.

Independent Advisor Alliance reported no remaining Global X NASDAQ-100 Covered Call ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 48,151 Global X NASDAQ-100 Covered Call ETF shares in Q2 2026, an estimated $826K.
Independent Advisor Alliance first reported a position in Global X NASDAQ-100 Covered Call ETF in Q4 2024 and held it in 6 quarters.
Independent Advisor Alliance's Global X NASDAQ-100 Covered Call ETF position peaked at $3.13M in Q4 2024.
429 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.