Independent Wealth Network’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Independent Wealth Network’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	$1.96M	Buy	114,056 +831	+0.7%	+$14.6K	0.58%	39
2025 Q4	$2M	Buy	113,225 +5,622	+5%	+$97.8K	0.61%	38
2025 Q3	$1.83M	Buy	107,603 +4,334	+4%	+$72.8K	0.59%	41
2025 Q2	$1.73M	Buy	103,269 +27,502	+36%	+$449K	0.63%	41
2025 Q1	$1.26M	Buy	75,767 +8,321	+12%	+$149K	0.5%	50
2024 Q4	$1.23M	Buy	+67,446	New	+$1.23M	0.5%	50

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

Independent Wealth Network's QYLD Position: Q1 2026 in Review

Independent Wealth Network increased its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 0.73% in Q1 2026, buying an estimated $14.6K and bringing the position to 114,056 shares worth $1.96M. The position accounts for 0.58% of the portfolio, ranked #39.

Independent Wealth Network first reported a position in QYLD in Q4 2024 and has held it in 6 quarters since. The position peaked at $2M in Q4 2025. 433 funds tracked by Wall St. Rank hold QYLD as of Q1 2026.

Independent Wealth Network held 114,056 shares of Global X NASDAQ-100 Covered Call ETF worth $1.96M as of Q1 2026.
Independent Wealth Network bought 831 Global X NASDAQ-100 Covered Call ETF shares in Q1 2026, an estimated $14.6K.
Global X NASDAQ-100 Covered Call ETF made up 0.58% of Independent Wealth Network's portfolio in Q1 2026, its #39 holding.
Independent Wealth Network first reported a position in Global X NASDAQ-100 Covered Call ETF in Q4 2024 and has held it in 6 quarters since.
Independent Wealth Network's Global X NASDAQ-100 Covered Call ETF position peaked at $2M in Q4 2025.
433 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q1 2026.

Based on Independent Wealth Network's 13F filing for Q1 2026, filed 21 Apr 2026.