KFGK
QYLD icon

Keystone Financial Group (Kentucky)’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Keystone Financial Group (Kentucky)’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 		$1.07M Buy
57,970
+131
+0.2% +$2.35K 0.06% 212
2026
Q1 		$992K Buy
57,839
+3,206
+6% +$56.4K 0.07% 199
2025
Q4 		$965K Hold
54,633
– – 0.07% 182
2025
Q3 		$929K Buy
54,633
+8,908
+19% +$150K 0.07% 169
2025
Q2 		$765K Buy
45,725
+90
+0.2% +$1.47K 0.07% 182
2025
Q1 		$759K Hold
45,635
– – 0.08% 172
2024
Q4 		$831K Buy
45,635
+450
+1% +$8.22K 0.08% 160
2024
Q3 		$815K Buy
+45,185
New +$798K 0.1% 143
2024
Q2 		– Sell
-32,610
Closed -$584K – 265
2024
Q1 		$584K Buy
32,610
+2,643
+9% +$46.9K 0.09% 156
2023
Q4 		$520K Sell
29,967
-1,085
-3% -$18.5K 0.09% 146
2023
Q3 		$521K Sell
31,052
-3,250
-9% -$57K 0.09% 152
2023
Q2 		$609K Buy
+34,302
New +$599K 0.1% 134
2022
Q4 		$528K Buy
33,200
+55
+0.2% +$889 0.1% 143
2022
Q3 		$519K Sell
33,145
-2,547
-7% -$44.7K 0.11% 138
2022
Q2 		$624K Buy
35,692
+2,603
+8% +$49K 0.12% 133
2022
Q1 		$694K Buy
33,089
+13,928
+73% +$288K 0.12% 131
2021
Q4 		$425K Buy
19,161
+7,431
+63% +$168K 0.07% 183
2021
Q3 		$259K Buy
+11,730
New +$266K 0.05% 252

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

Keystone Financial Group (Kentucky)'s QYLD Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) increased its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 0.23% in Q2 2026, buying an estimated $2.35K and bringing the position to 57,970 shares worth $1.07M. The position accounts for 0.06% of the portfolio, ranked #212.

Keystone Financial Group (Kentucky) first reported a position in QYLD in Q3 2021 and has held it in 18 quarters since. 431 funds tracked by Wall St. Rank hold QYLD as of Q2 2026.

  • Keystone Financial Group (Kentucky) held 57,970 shares of Global X NASDAQ-100 Covered Call ETF worth $1.07M as of Q2 2026.
  • Keystone Financial Group (Kentucky) bought 131 Global X NASDAQ-100 Covered Call ETF shares in Q2 2026, an estimated $2.35K.
  • Global X NASDAQ-100 Covered Call ETF made up 0.06% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #212 holding.
  • Keystone Financial Group (Kentucky) first reported a position in Global X NASDAQ-100 Covered Call ETF in Q3 2021 and has held it in 18 quarters since.
  • 431 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.