J. Team Financial
QYLD icon

J. Team Financial’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

J. Team 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
Q3 		$2.67M Buy
143,791
+16,954
+13% +$308K 2.32% 11
2026
Q2 		$2.34M Buy
126,837
+24,393
+24% +$437K 2.27% 11
2026
Q1 		$1.76M Sell
102,444
-18,120
-15% -$319K 1.97% 13
2025
Q4 		$2.13M Buy
120,564
+2,217
+2% +$38.6K 2.13% 13
2025
Q3 		$2.01M Buy
+118,347
New +$1.99M 2.04% 16

Other funds holding QYLD

Global X Japan
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.46B AUM 38.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
HUB Investment Partners
HUB Investment Partners Austin, Texas $5.8B AUM 24.38% 1-Year Est. Return
Sims Investment Management
Sims Investment Management Cincinnati, Ohio $320M AUM 14.23% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
J.W. Cole Advisors
J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return
Harbour Investments
Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

J. Team Financial's QYLD Position: Q3 2026 in Review

J. Team Financial increased its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 13% in Q3 2026, buying an estimated $308K and bringing the position to 143,791 shares worth $2.67M. The position accounts for 2.32% of the portfolio, ranked #11.

J. Team Financial first reported a position in QYLD in Q3 2025 and has held it in 5 quarters since. 282 funds tracked by Wall St. Rank hold QYLD as of Q3 2026.

  • J. Team Financial held 143,791 shares of Global X NASDAQ-100 Covered Call ETF worth $2.67M as of Q3 2026.
  • J. Team Financial bought 16,954 Global X NASDAQ-100 Covered Call ETF shares in Q3 2026, an estimated $308K.
  • Global X NASDAQ-100 Covered Call ETF made up 2.32% of J. Team Financial's portfolio in Q3 2026, its #11 holding.
  • J. Team Financial first reported a position in Global X NASDAQ-100 Covered Call ETF in Q3 2025 and has held it in 5 quarters since.
  • 282 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q3 2026.

Based on J. Team Financial's 13F filing for Q3 2026, filed 3 Nov 2026.