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

Marshall & Sterling 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	$50.1K	Hold	2,721	–	–	0.03%	150
2026 Q1	$46.7K	Hold	2,721	–	–	0.03%	148
2025 Q4	$48.1K	Hold	2,721	–	–	0.03%	144
2025 Q3	$46.3K	Hold	2,721	–	–	0.03%	180
2025 Q2	$45.5K	Hold	2,721	–	–	0.03%	175
2025 Q1	$45.3K	Hold	2,721	–	–	0.03%	166
2024 Q4	$49.6K	Buy	+2,721	New	+$49.7K	0.03%	126

Other funds holding QYLD

GXJ

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's QYLD Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors held its Global X NASDAQ-100 Covered Call ETF (QYLD) position steady in Q2 2026 at 2,721 shares worth $50.1K. The position accounts for 0.03% of the portfolio, ranked #150.

Marshall & Sterling Wealth Advisors first reported a position in QYLD in Q4 2024 and has held it in 7 quarters since. 431 funds tracked by Wall St. Rank hold QYLD as of Q2 2026.

Marshall & Sterling Wealth Advisors held 2,721 shares of Global X NASDAQ-100 Covered Call ETF worth $50.1K as of Q2 2026.
Marshall & Sterling Wealth Advisors left its Global X NASDAQ-100 Covered Call ETF share count unchanged in Q2 2026.
Global X NASDAQ-100 Covered Call ETF made up 0.03% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #150 holding.
Marshall & Sterling Wealth Advisors first reported a position in Global X NASDAQ-100 Covered Call ETF in Q4 2024 and has held it in 7 quarters since.
431 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.