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Kingswood Wealth Advisors’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Kingswood Wealth 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 		$2.89M Buy
156,652
+53,403
+52% +$956K 0.12% 192
2026
Q1 		$1.77M Sell
103,249
-17,139
-14% -$302K 0.08% 260
2025
Q4 		$2.13M Buy
120,388
+54,205
+82% +$943K 0.1% 197
2025
Q3 		$1.13M Buy
66,183
+25,294
+62% +$425K 0.07% 296
2025
Q2 		$684K Buy
40,889
+3,874
+10% +$63.3K 0.05% 340
2025
Q1 		$617K Buy
37,015
+5,420
+17% +$97.2K 0.06% 346
2024
Q4 		$576K Buy
31,595
+15,648
+98% +$286K 0.04% 403
2024
Q3 		$288K Buy
15,947
+1,287
+9% +$22.7K 0.02% 579
2024
Q2 		$259K Buy
+14,660
New +$259K 0.02% 569

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

Kingswood Wealth Advisors's QYLD Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 52% in Q2 2026, buying an estimated $956K and bringing the position to 156,652 shares worth $2.89M. The position accounts for 0.12% of the portfolio, ranked #192.

Kingswood Wealth 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.

  • Kingswood Wealth Advisors held 156,652 shares of Global X NASDAQ-100 Covered Call ETF worth $2.89M as of Q2 2026.
  • Kingswood Wealth Advisors bought 53,403 Global X NASDAQ-100 Covered Call ETF shares in Q2 2026, an estimated $956K.
  • Global X NASDAQ-100 Covered Call ETF made up 0.12% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #192 holding.
  • Kingswood Wealth 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 Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.