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Joseph P. Lucia & Associates’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Joseph P. Lucia & Associates’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 		$2.37M Buy
128,483
+1,742
+1% +$31.2K 0.71% 43
2026
Q1 		$2.17M Buy
126,741
+4,414
+4% +$77.7K 0.78% 40
2025
Q4 		$2.16M Sell
122,327
-907
-0.7% -$15.8K 0.78% 38
2025
Q3 		$2.1M Sell
123,234
-5,270
-4% -$88.5K 0.79% 39
2025
Q2 		$2.15M Buy
128,504
+4,427
+4% +$72.3K 0.88% 35
2025
Q1 		$2.06M Sell
124,077
-2,650
-2% -$47.5K 0.94% 35
2024
Q4 		$2.31M Sell
126,727
-4,428
-3% -$80.9K 1.03% 33
2024
Q3 		$2.37M Buy
131,155
+1,454
+1% +$25.7K 1.09% 32
2024
Q2 		$2.29M Buy
129,701
+978
+0.8% +$17.3K 1.17% 27
2024
Q1 		$2.31M Sell
128,723
-6,720
-5% -$119K 1.24% 28
2023
Q4 		$2.35M Sell
135,443
-407
-0.3% -$6.94K 1.46% 21
2023
Q3 		$2.28M Buy
135,850
+1,453
+1% +$25.5K 1.59% 18
2023
Q2 		$2.39M Buy
134,397
+2,220
+2% +$38.7K 1.6% 17
2023
Q1 		$2.27M Buy
132,177
+26,715
+25% +$445K 1.58% 17
2022
Q4 		$1.68M Buy
105,462
+63,966
+154% +$1.03M 1.26% 31
2022
Q3 		$650K Buy
41,496
+960
+2% +$16.8K 0.51% 53
2022
Q2 		$708K Buy
40,536
+4,230
+12% +$79.7K 0.5% 51
2022
Q1 		$761K Buy
36,306
+2,651
+8% +$54.7K 0.46% 55
2021
Q4 		$747K Buy
33,655
+6,312
+23% +$142K 0.47% 56
2021
Q3 		$603K Buy
27,343
+6,718
+33% +$152K 0.36% 70
2021
Q2 		$463K Buy
20,625
+2,203
+12% +$49.3K 0.28% 85
2021
Q1 		$416K Buy
18,422
+1,365
+8% +$31.2K 0.19% 81
2020
Q4 		$389K Buy
17,057
+2,677
+19% +$59.2K 0.27% 76
2020
Q3 		$310K Buy
14,380
+7,016
+95% +$152K 0.29% 75
2020
Q2 		$155K Hold
7,364
– – 0.14% 101
2020
Q1 		$142K Hold
7,364
– – 0.16% 97
2019
Q4 		$174K Buy
7,364
+2,150
+41% +$49.9K 0.16% 103
2019
Q3 		$118K Buy
+5,214
New +$119K 0.12% 118

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 $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Joseph P. Lucia & Associates's QYLD Position: Q2 2026 in Review

Joseph P. Lucia & Associates increased its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 1.4% in Q2 2026, buying an estimated $31.2K and bringing the position to 128,483 shares worth $2.37M. The position accounts for 0.71% of the portfolio, ranked #43.

Joseph P. Lucia & Associates first reported a position in QYLD in Q3 2019 and has held it in 28 quarters since. The position peaked at $2.39M in Q2 2023. 429 funds tracked by Wall St. Rank hold QYLD as of Q2 2026.

  • Joseph P. Lucia & Associates held 128,483 shares of Global X NASDAQ-100 Covered Call ETF worth $2.37M as of Q2 2026.
  • Joseph P. Lucia & Associates bought 1,742 Global X NASDAQ-100 Covered Call ETF shares in Q2 2026, an estimated $31.2K.
  • Global X NASDAQ-100 Covered Call ETF made up 0.71% of Joseph P. Lucia & Associates's portfolio in Q2 2026, its #43 holding.
  • Joseph P. Lucia & Associates first reported a position in Global X NASDAQ-100 Covered Call ETF in Q3 2019 and has held it in 28 quarters since.
  • Joseph P. Lucia & Associates's Global X NASDAQ-100 Covered Call ETF position peaked at $2.39M in Q2 2023.
  • 429 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q2 2026.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.