MSFP
QYLD icon

Mark Sheptoff Financial Planning’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Mark Sheptoff Financial Planning’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 		$5.7K Buy
315
+12
+4% +$211 ﹤0.01% 423
2025
Q4 		$5.35K Buy
303
+3
+1% +$52 ﹤0.01% 425
2025
Q3 		$5.1K Hold
300
– – ﹤0.01% 410
2025
Q2 		$5.02K Buy
+300
New +$4.9K ﹤0.01% 396

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 $879M AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Mark Sheptoff Financial Planning's QYLD Position: Q1 2026 in Review

Mark Sheptoff Financial Planning increased its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 4% in Q1 2026, buying an estimated $211 and bringing the position to 315 shares worth $5.7K. The position accounts for ﹤0.01% of the portfolio, ranked #423.

Mark Sheptoff Financial Planning first reported a position in QYLD in Q2 2025 and has held it in 4 quarters since. 434 funds tracked by Wall St. Rank hold QYLD as of Q1 2026.

  • Mark Sheptoff Financial Planning held 315 shares of Global X NASDAQ-100 Covered Call ETF worth $5.7K as of Q1 2026.
  • Mark Sheptoff Financial Planning bought 12 Global X NASDAQ-100 Covered Call ETF shares in Q1 2026, an estimated $211.
  • Global X NASDAQ-100 Covered Call ETF made up ﹤0.01% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #423 holding.
  • Mark Sheptoff Financial Planning first reported a position in Global X NASDAQ-100 Covered Call ETF in Q2 2025 and has held it in 4 quarters since.
  • 434 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.