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Innovative Asset Advisors Group’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Innovative Asset Advisors 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 		$65.4K Buy
3,547
+86
+2% +$1.54K 0.03% 254
2026
Q1 		$59.4K Buy
+3,461
New +$60.9K 0.03% 286

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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Innovative Asset Advisors Group's QYLD Position: Q2 2026 in Review

Innovative Asset Advisors Group increased its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 2.5% in Q2 2026, buying an estimated $1.54K and bringing the position to 3,547 shares worth $65.4K. The position accounts for 0.03% of the portfolio, ranked #254.

Innovative Asset Advisors Group first reported a position in QYLD in Q1 2026 and has held it in 2 quarters since. 410 funds tracked by Wall St. Rank hold QYLD as of Q2 2026.

  • Innovative Asset Advisors Group held 3,547 shares of Global X NASDAQ-100 Covered Call ETF worth $65.4K as of Q2 2026.
  • Innovative Asset Advisors Group bought 86 Global X NASDAQ-100 Covered Call ETF shares in Q2 2026, an estimated $1.54K.
  • Global X NASDAQ-100 Covered Call ETF made up 0.03% of Innovative Asset Advisors Group's portfolio in Q2 2026, its #254 holding.
  • Innovative Asset Advisors Group first reported a position in Global X NASDAQ-100 Covered Call ETF in Q1 2026 and has held it in 2 quarters since.
  • 410 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.