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Kingsview Wealth Management’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Kingsview Wealth Management’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 		$184K Buy
+10,011
New +$179K ﹤0.01% 1368
2026
Q1 		– Sell
-11,582
Closed -$205K – 1402
2025
Q4 		$205K Sell
11,582
-919
-7% -$16K ﹤0.01% 1169
2025
Q3 		$213K Buy
12,501
+57
+0.5% +$957 ﹤0.01% 1120
2025
Q2 		$208K Sell
12,444
-3,341
-21% -$54.6K ﹤0.01% 1093
2025
Q1 		$262K Sell
15,785
-61,233
-80% -$1.1M ﹤0.01% 939
2024
Q4 		$1.4M Sell
77,018
-29,659
-28% -$542K 0.03% 472
2024
Q3 		$1.92M Sell
106,677
-5,315
-5% -$93.8K 0.04% 382
2024
Q2 		$1.98M Buy
111,992
+974
+0.9% +$17.2K 0.05% 349
2024
Q1 		$1.99M Sell
111,018
-4,418
-4% -$78.3K 0.05% 342
2023
Q4 		$2M Buy
115,436
+2,256
+2% +$38.4K 0.06% 280
2023
Q3 		$1.9M Buy
+113,180
New +$1.99M 0.07% 288
2022
Q1 		– Sell
-45,845
Closed -$1.02M – 990
2021
Q4 		$1.02M Sell
45,845
-28,789
-39% -$650K 0.04% 398
2021
Q3 		$1.65M Buy
+74,634
New +$1.69M 0.08% 262
2021
Q2 		– Sell
-14,839
Closed -$337K – 995
2021
Q1 		$337K Sell
14,839
-7,802
-34% -$178K 0.02% 605
2020
Q4 		$516K Sell
22,641
-8,440
-27% -$187K 0.04% 438
2020
Q3 		$670K Sell
31,081
-29,503
-49% -$637K 0.06% 304
2020
Q2 		$1.27M Buy
60,584
+17,512
+41% +$355K 0.13% 177
2020
Q1 		$830K Buy
+43,072
New +$959K 0.11% 202

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

Kingsview Wealth Management's QYLD Position: Q2 2026 in Review

Kingsview Wealth Management opened a new position in Global X NASDAQ-100 Covered Call ETF (QYLD) in Q2 2026: 10,011 shares worth $184K. The stake represents ﹤0.01% of the portfolio and ranks #1368 among its holdings. This is a return to the name: Kingsview Wealth Management previously reported a position in QYLD as recently as Q4 2025.

Kingsview Wealth Management first reported a position in QYLD in Q1 2020 and has held it in 18 quarters since. The position peaked at $2M in Q4 2023. 430 funds tracked by Wall St. Rank hold QYLD as of Q2 2026.

  • Kingsview Wealth Management held 10,011 shares of Global X NASDAQ-100 Covered Call ETF worth $184K as of Q2 2026.
  • Global X NASDAQ-100 Covered Call ETF was a new Kingsview Wealth Management position in Q2 2026.
  • Global X NASDAQ-100 Covered Call ETF made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #1368 holding.
  • Kingsview Wealth Management first reported a position in Global X NASDAQ-100 Covered Call ETF in Q1 2020 and has held it in 18 quarters since.
  • Kingsview Wealth Management's Global X NASDAQ-100 Covered Call ETF position peaked at $2M in Q4 2023.
  • 430 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.