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

Intrua Financial’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	$307K	Sell	17,918 -158	-0.9%	-$2.78K	0.03%	359
2025 Q4	$319K	Buy	18,076 +139	+0.8%	+$2.42K	0.03%	352
2025 Q3	$305K	Buy	17,937 +1,769	+11%	+$29.7K	0.03%	353
2025 Q2	$270K	Buy	16,168 +950	+6%	+$15.5K	0.04%	301
2025 Q1	$253K	Buy	+15,218	New	+$273K	0.04%	310
2022 Q2	–	Sell	-9,718	Closed	-$204K	–	388
2022 Q1	$204K	Buy	9,718 +110	+1%	+$2.27K	0.04%	366
2021 Q4	$213K	Sell	9,608 -638	-6%	-$14.4K	0.04%	360
2021 Q3	$233K	Buy	+10,246	New	+$232K	0.04%	331

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

Intrua Financial's QYLD Position: Q1 2026 in Review

Intrua Financial reduced its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 0.87% in Q1 2026, selling an estimated $2.78K and leaving 17,918 shares worth $307K. The position accounts for 0.03% of the portfolio, ranked #359.

Intrua Financial first reported a position in QYLD in Q3 2021 and has held it in 8 quarters since. The position peaked at $319K in Q4 2025. 433 funds tracked by Wall St. Rank hold QYLD as of Q1 2026.

Intrua Financial held 17,918 shares of Global X NASDAQ-100 Covered Call ETF worth $307K as of Q1 2026.
Intrua Financial sold 158 Global X NASDAQ-100 Covered Call ETF shares in Q1 2026, an estimated $2.78K.
Global X NASDAQ-100 Covered Call ETF made up 0.03% of Intrua Financial's portfolio in Q1 2026, its #359 holding.
Intrua Financial first reported a position in Global X NASDAQ-100 Covered Call ETF in Q3 2021 and has held it in 8 quarters since.
Intrua Financial's Global X NASDAQ-100 Covered Call ETF position peaked at $319K in Q4 2025.
433 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q1 2026.

Based on Intrua Financial's 13F filing for Q1 2026, filed 23 Apr 2026.