KWM
QYLD icon

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

KW 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
Q1 		– Sell
-22,885
Closed -$404K – 45
2025
Q4 		$404K Buy
22,885
+5,563
+32% +$96.8K 0.61% 42
2025
Q3 		$295K Buy
+17,322
New +$291K 0.5% 49

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 $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $857M AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

KW Wealth Management's QYLD Position: Q1 2026 in Review

KW Wealth Management sold out of Global X NASDAQ-100 Covered Call ETF (QYLD) in Q1 2026, closing a stake of 22,885 shares — an estimated $404K sold.

KW Wealth Management first reported a position in QYLD in Q3 2025 and held it in 2 quarters. The position peaked at $404K in Q4 2025. 433 funds tracked by Wall St. Rank hold QYLD as of Q1 2026.

  • KW Wealth Management reported no remaining Global X NASDAQ-100 Covered Call ETF position as of Q1 2026 after selling out during the quarter.
  • KW Wealth Management sold 22,885 Global X NASDAQ-100 Covered Call ETF shares in Q1 2026, an estimated $404K.
  • KW Wealth Management first reported a position in Global X NASDAQ-100 Covered Call ETF in Q3 2025 and held it in 2 quarters.
  • KW Wealth Management's Global X NASDAQ-100 Covered Call ETF position peaked at $404K in Q4 2025.
  • 433 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q1 2026.

Based on KW Wealth Management's 13F filing for Q1 2026.