Institute for Wealth Management’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Institute for Wealth Management’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	$2.05M	Sell	110,971 -4,271	-4%	-$76.5K	0.18%	113
2026 Q1	$1.98M	Sell	115,242 -6,762	-6%	-$119K	0.21%	109
2025 Q4	$2.16M	Sell	122,004 -8,822	-7%	-$154K	0.23%	90
2025 Q3	$2.23M	Sell	130,826 -7,475	-5%	-$126K	0.23%	90
2025 Q2	$2.31M	Sell	138,301 -6,132	-4%	-$100K	0.26%	83
2025 Q1	$2.4M	Sell	144,433 -3,424	-2%	-$61.4K	0.31%	73
2024 Q4	$2.69M	Sell	147,857 -6,978	-5%	-$127K	0.34%	63
2024 Q3	$2.79M	Sell	154,835 -5,778	-4%	-$102K	0.35%	58
2024 Q2	$2.84M	Sell	160,613 -4,040	-2%	-$71.3K	0.38%	51
2024 Q1	$2.95M	Sell	164,653 -11,240	-6%	-$199K	0.38%	48
2023 Q4	$3.05M	Sell	175,893 -5,690	-3%	-$97K	0.49%	40
2023 Q3	$3.05M	Buy	181,583 +1,913	+1%	+$33.6K	0.55%	39
2023 Q2	$3.19M	Buy	179,670 +18,901	+12%	+$330K	0.54%	39
2023 Q1	$2.76M	Buy	+160,769	New	+$2.68M	0.53%	39

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

Institute for Wealth Management's QYLD Position: Q2 2026 in Review

Institute for Wealth Management reduced its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 3.7% in Q2 2026, selling an estimated $76.5K and leaving 110,971 shares worth $2.05M. The position accounts for 0.18% of the portfolio, ranked #113.

Institute for Wealth Management first reported a position in QYLD in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.19M in Q2 2023. 429 funds tracked by Wall St. Rank hold QYLD as of Q2 2026.

Institute for Wealth Management held 110,971 shares of Global X NASDAQ-100 Covered Call ETF worth $2.05M as of Q2 2026.
Institute for Wealth Management sold 4,271 Global X NASDAQ-100 Covered Call ETF shares in Q2 2026, an estimated $76.5K.
Global X NASDAQ-100 Covered Call ETF made up 0.18% of Institute for Wealth Management's portfolio in Q2 2026, its #113 holding.
Institute for Wealth Management first reported a position in Global X NASDAQ-100 Covered Call ETF in Q1 2023 and has held it in 14 quarters since.
Institute for Wealth Management's Global X NASDAQ-100 Covered Call ETF position peaked at $3.19M in Q2 2023.
429 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.