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

Jones Financial Companies’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	$17.9K	Buy	1,000 +714	+250%	+$12.8K	﹤0.01%	3556
2026 Q1	$4.8K	Buy	+286	New	+$5.03K	﹤0.01%	3860
2025 Q4	–	Sell	-166	Closed	-$2.81K	–	4568
2025 Q3	$2.81K	Buy	+166	New	+$2.79K	﹤0.01%	3579
2025 Q2	–	Sell	-750	Closed	-$12.5K	–	4146
2025 Q1	$12.5K	Buy	+750	New	+$13.5K	﹤0.01%	2617

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

Jones Financial Companies's QYLD Position: Q2 2026 in Review

Jones Financial Companies increased its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 250% in Q2 2026, buying an estimated $12.8K and bringing the position to 1,000 shares worth $17.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3556.

Jones Financial Companies first reported a position in QYLD in Q1 2025 and has held it in 4 quarters since. 429 funds tracked by Wall St. Rank hold QYLD as of Q2 2026.

Jones Financial Companies held 1,000 shares of Global X NASDAQ-100 Covered Call ETF worth $17.9K as of Q2 2026.
Jones Financial Companies bought 714 Global X NASDAQ-100 Covered Call ETF shares in Q2 2026, an estimated $12.8K.
Global X NASDAQ-100 Covered Call ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3556 holding.
Jones Financial Companies first reported a position in Global X NASDAQ-100 Covered Call ETF in Q1 2025 and has held it in 4 quarters since.
429 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.