Janney Montgomery Scott
QYLD icon

Janney Montgomery Scott’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Janney Montgomery Scott’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 		$11.1M Buy
649,159
+17,085
+3% +$301K 0.03% 544
2025
Q4 		$11.2M Buy
632,074
+35,272
+6% +$614K 0.03% 576
2025
Q3 		$10.2M Sell
596,802
-24,976
-4% -$419K 0.02% 613
2025
Q2 		$10.4M Buy
621,778
+69,631
+13% +$1.14M 0.03% 550
2025
Q1 		$9.18M Buy
552,147
+4,623
+0.8% +$82.9K 0.03% 564
2024
Q4 		$9.98M Sell
547,524
-9,376
-2% -$171K 0.03% 530
2024
Q3 		$10M Sell
556,900
-9,445
-2% -$167K 0.03% 531
2024
Q2 		$10M Sell
566,345
-277,136
-33% -$4.89M 0.03% 508
2024
Q1 		$15.1M Buy
843,481
+25,185
+3% +$446K 0.04% 402
2023
Q4 		$14.2M Buy
818,296
+15,083
+2% +$257K 0.05% 392
2023
Q3 		$13.5M Buy
803,213
+37,992
+5% +$667K 0.05% 344
2023
Q2 		$13.6M Sell
765,221
-12,340
-2% -$215K 0.05% 369
2023
Q1 		$13.3M Sell
777,561
-46,892
-6% -$781K 0.05% 329
2022
Q4 		$13.1M Buy
824,453
+60,003
+8% +$969K 0.05% 341
2022
Q3 		$12M Buy
764,450
+83,345
+12% +$1.46M 0.05% 333
2022
Q2 		$11.9M Buy
681,105
+73,704
+12% +$1.39M 0.05% 314
2022
Q1 		$12.7M Buy
607,401
+77,502
+15% +$1.6M 0.05% 314
2021
Q4 		$11.8M Buy
529,899
+141,047
+36% +$3.18M 0.05% 350
2021
Q3 		$8.58M Buy
388,852
+109,913
+39% +$2.49M 0.04% 419
2021
Q2 		$6.26M Buy
278,939
+32,223
+13% +$721K 0.03% 515
2021
Q1 		$5.57M Buy
246,716
+25,854
+12% +$590K 0.03% 523
2020
Q4 		$5.04M Buy
220,862
+115,169
+109% +$2.55M 0.02% 545
2020
Q3 		$2.28M Buy
105,693
+10,390
+11% +$224K 0.01% 763
2020
Q2 		$2M Buy
95,303
+8,643
+10% +$175K 0.01% 768
2020
Q1 		$1.67M Sell
86,660
-94,879
-52% -$2.11M 0.01% 762
2019
Q4 		$4.29M Sell
181,539
-13,628
-7% -$316K 0.03% 510
2019
Q3 		$4.41M Sell
195,167
-7,736
-4% -$177K 0.03% 476
2019
Q2 		$4.62M Buy
202,903
+5,249
+3% +$119K 0.04% 448
2019
Q1 		$4.49M Buy
197,654
+48,864
+33% +$1.08M 0.04% 431
2018
Q4 		$3.17M Buy
148,790
+33,116
+29% +$770K 0.03% 490
2018
Q3 		$2.91M Buy
115,674
+7,150
+7% +$178K 0.03% 578
2018
Q2 		$2.61M Sell
108,524
-24,663
-19% -$599K 0.03% 576
2018
Q1 		$3.17M Buy
133,187
+63,422
+91% +$1.57M 0.03% 494
2017
Q4 		$1.71M Buy
69,765
+3,064
+5% +$74.7K 0.02% 708
2017
Q3 		$1.59M Buy
+66,701
New +$1.59M 0.02% 714

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 $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Janney Montgomery Scott's QYLD Position: Q1 2026 in Review

Janney Montgomery Scott increased its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 2.7% in Q1 2026, buying an estimated $301K and bringing the position to 649,159 shares worth $11.1M. The position accounts for 0.03% of the portfolio, ranked #544.

Janney Montgomery Scott first reported a position in QYLD in Q3 2017 and has held it in 35 quarters since. The position peaked at $15.1M in Q1 2024. 434 funds tracked by Wall St. Rank hold QYLD as of Q1 2026.

  • Janney Montgomery Scott held 649,159 shares of Global X NASDAQ-100 Covered Call ETF worth $11.1M as of Q1 2026.
  • Janney Montgomery Scott bought 17,085 Global X NASDAQ-100 Covered Call ETF shares in Q1 2026, an estimated $301K.
  • Global X NASDAQ-100 Covered Call ETF made up 0.03% of Janney Montgomery Scott's portfolio in Q1 2026, its #544 holding.
  • Janney Montgomery Scott first reported a position in Global X NASDAQ-100 Covered Call ETF in Q3 2017 and has held it in 35 quarters since.
  • Janney Montgomery Scott's Global X NASDAQ-100 Covered Call ETF position peaked at $15.1M in Q1 2024.
  • 434 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.