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

Kapstone Financial Advisors’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 		$300K Hold
16,253
– – 0.13% 118
2026
Q1 		$279K Sell
16,253
-144
-0.9% -$2.53K 0.14% 108
2025
Q4 		$290K Buy
16,397
+675
+4% +$11.7K 0.14% 89
2025
Q3 		$267K Sell
15,722
-1,045
-6% -$17.6K 0.13% 93
2025
Q2 		$280K Buy
16,767
+300
+2% +$4.9K 0.14% 84
2025
Q1 		$274K Hold
16,467
– – 0.15% 81
2024
Q4 		$303K Buy
16,467
+1,275
+8% +$23.3K 0.16% 77
2024
Q3 		$274K Buy
15,192
+2,800
+23% +$49.4K 0.17% 83
2024
Q2 		$219K Buy
+12,392
New +$219K 0.14% 95

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

Kapstone Financial Advisors's QYLD Position: Q2 2026 in Review

Kapstone Financial Advisors held its Global X NASDAQ-100 Covered Call ETF (QYLD) position steady in Q2 2026 at 16,253 shares worth $300K. The position accounts for 0.13% of the portfolio, ranked #118.

Kapstone Financial Advisors first reported a position in QYLD in Q2 2024 and has held it in 9 quarters since. The position peaked at $303K in Q4 2024. 430 funds tracked by Wall St. Rank hold QYLD as of Q2 2026.

  • Kapstone Financial Advisors held 16,253 shares of Global X NASDAQ-100 Covered Call ETF worth $300K as of Q2 2026.
  • Kapstone Financial Advisors left its Global X NASDAQ-100 Covered Call ETF share count unchanged in Q2 2026.
  • Global X NASDAQ-100 Covered Call ETF made up 0.13% of Kapstone Financial Advisors's portfolio in Q2 2026, its #118 holding.
  • Kapstone Financial Advisors first reported a position in Global X NASDAQ-100 Covered Call ETF in Q2 2024 and has held it in 9 quarters since.
  • Kapstone Financial Advisors's Global X NASDAQ-100 Covered Call ETF position peaked at $303K in Q4 2024.
  • 430 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q2 2026.

Based on Kapstone Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.