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Independent Financial Group’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Independent Financial Group’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 		$3.76M Sell
204,179
-7,661
-4% -$137K 0.07% 278
2026
Q1 		$3.63M Sell
211,840
-4,348
-2% -$76.5K 0.08% 240
2025
Q4 		$3.82M Sell
216,188
-23,534
-10% -$410K 0.09% 217
2025
Q3 		$4.08M Sell
239,722
-48,211
-17% -$810K 0.1% 193
2025
Q2 		$4.81M Sell
287,933
-219,306
-43% -$3.58M 0.13% 146
2025
Q1 		$8.44M Sell
507,239
-36,135
-7% -$648K 0.29% 59
2024
Q4 		$9.9M Sell
543,374
-34,981
-6% -$639K 0.33% 50
2024
Q3 		$10.4M Sell
578,355
-47,655
-8% -$841K 0.38% 39
2024
Q2 		$11.1M Buy
626,010
+54,743
+10% +$967K 0.44% 31
2024
Q1 		$10.2M Buy
571,267
+116,392
+26% +$2.06M 0.47% 30
2023
Q4 		$7.89M Buy
454,875
+95,866
+27% +$1.63M 0.42% 33
2023
Q3 		$6.02M Buy
359,009
+16,440
+5% +$288K 0.39% 40
2023
Q2 		$6.08M Buy
342,569
+139,141
+68% +$2.43M 0.42% 37
2023
Q1 		$3.49M Buy
203,428
+41,839
+26% +$697K 0.28% 75
2022
Q4 		$2.57M Buy
161,589
+23,581
+17% +$381K 0.22% 92
2022
Q3 		$2.16M Sell
138,008
-5,521
-4% -$96.9K 0.2% 104
2022
Q2 		$2.51M Buy
143,529
+68,820
+92% +$1.3M 0.27% 80
2022
Q1 		$1.57M Buy
74,709
+4,257
+6% +$87.9K 0.13% 163
2021
Q4 		$1.56M Buy
70,452
+11,151
+19% +$252K 0.13% 157
2021
Q3 		$1.31M Buy
59,301
+31,971
+117% +$724K 0.13% 160
2021
Q2 		$613K Buy
+27,330
New +$611K 0.07% 316

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

Independent Financial Group's QYLD Position: Q2 2026 in Review

Independent Financial Group reduced its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 3.6% in Q2 2026, selling an estimated $137K and leaving 204,179 shares worth $3.76M. The position accounts for 0.07% of the portfolio, ranked #278.

Independent Financial Group first reported a position in QYLD in Q2 2021 and has held it in 21 quarters since. The position peaked at $11.1M in Q2 2024. 428 funds tracked by Wall St. Rank hold QYLD as of Q2 2026.

  • Independent Financial Group held 204,179 shares of Global X NASDAQ-100 Covered Call ETF worth $3.76M as of Q2 2026.
  • Independent Financial Group sold 7,661 Global X NASDAQ-100 Covered Call ETF shares in Q2 2026, an estimated $137K.
  • Global X NASDAQ-100 Covered Call ETF made up 0.07% of Independent Financial Group's portfolio in Q2 2026, its #278 holding.
  • Independent Financial Group first reported a position in Global X NASDAQ-100 Covered Call ETF in Q2 2021 and has held it in 21 quarters since.
  • Independent Financial Group's Global X NASDAQ-100 Covered Call ETF position peaked at $11.1M in Q2 2024.
  • 428 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.