Key Client Fiduciary Advisors’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Key Client Fiduciary 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	$1.37M	Sell	74,475 -290	-0.4%	-$5.19K	0.4%	53
2026 Q1	$1.28M	Buy	74,765 +14,095	+23%	+$248K	0.44%	53
2025 Q4	$1.07M	Sell	60,670 -4,041	-6%	-$70.3K	0.37%	60
2025 Q3	$1.1M	Sell	64,711 -2,650	-4%	-$44.5K	0.36%	57
2025 Q2	$1.13M	Buy	67,361 +2,419	+4%	+$39.5K	0.46%	54
2025 Q1	$1.08M	Buy	64,942 +12,597	+24%	+$226K	0.49%	52
2024 Q4	$954K	Buy	52,345 +19,701	+60%	+$360K	0.42%	55
2024 Q3	$589K	Buy	32,644 +11,309	+53%	+$200K	0.26%	87
2024 Q2	$377K	Buy	+21,335	New	+$377K	0.19%	116

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

Key Client Fiduciary Advisors's QYLD Position: Q2 2026 in Review

Key Client Fiduciary Advisors reduced its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 0.39% in Q2 2026, selling an estimated $5.19K and leaving 74,475 shares worth $1.37M. The position accounts for 0.4% of the portfolio, ranked #53.

Key Client Fiduciary Advisors first reported a position in QYLD in Q2 2024 and has held it in 9 quarters since. 430 funds tracked by Wall St. Rank hold QYLD as of Q2 2026.

Key Client Fiduciary Advisors held 74,475 shares of Global X NASDAQ-100 Covered Call ETF worth $1.37M as of Q2 2026.
Key Client Fiduciary Advisors sold 290 Global X NASDAQ-100 Covered Call ETF shares in Q2 2026, an estimated $5.19K.
Global X NASDAQ-100 Covered Call ETF made up 0.4% of Key Client Fiduciary Advisors's portfolio in Q2 2026, its #53 holding.
Key Client Fiduciary Advisors first reported a position in Global X NASDAQ-100 Covered Call ETF in Q2 2024 and has held it in 9 quarters since.
430 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q2 2026.

Based on Key Client Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.