Mayflower Financial Advisors’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Mayflower Financial 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	$997K	Sell	54,081 -3,428	-6%	-$61.4K	0.09%	202
2026 Q1	$986K	Sell	57,509 -10,856	-16%	-$191K	0.12%	172
2025 Q4	$1.21M	Sell	68,365 -300	-0.4%	-$5.22K	0.15%	136
2025 Q3	$1.17M	Buy	+68,665	New	+$1.15M	0.15%	142
2025 Q1	–	Sell	-10,000	Closed	-$182K	–	395
2024 Q4	$182K	Hold	10,000	–	–	0.03%	375
2024 Q3	$180K	Hold	10,000	–	–	0.03%	364
2024 Q2	$177K	Hold	10,000	–	–	0.03%	347
2024 Q1	$179K	Hold	10,000	–	–	0.03%	344
2023 Q4	$173K	Sell	10,000 -1,500	-13%	-$25.6K	0.02%	329
2023 Q3	$193K	Sell	11,500 -1,500	-12%	-$26.3K	0.03%	321
2023 Q2	$231K	Hold	13,000	–	–	0.03%	315
2023 Q1	$223K	Hold	13,000	–	–	0.03%	312
2022 Q4	$207K	Buy	+13,000	New	+$210K	0.03%	321

Other funds holding QYLD

GXJ

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

RFN

RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return

SWP

Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return

AMG

APS Management Group Torrance, California $130M AUM 17.26% 1-Year Est. Return

PFO

PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return

UIA

Ulland Investment Advisors Minneapolis, Minnesota $136M AUM 32.68% 1-Year Est. Return

Mayflower Financial Advisors's QYLD Position: Q2 2026 in Review

Mayflower Financial Advisors reduced its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 6% in Q2 2026, selling an estimated $61.4K and leaving 54,081 shares worth $997K. The position accounts for 0.09% of the portfolio, ranked #202.

Mayflower Financial Advisors first reported a position in QYLD in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.21M in Q4 2025. 74 funds tracked by Wall St. Rank hold QYLD as of Q2 2026.

Mayflower Financial Advisors held 54,081 shares of Global X NASDAQ-100 Covered Call ETF worth $997K as of Q2 2026.
Mayflower Financial Advisors sold 3,428 Global X NASDAQ-100 Covered Call ETF shares in Q2 2026, an estimated $61.4K.
Global X NASDAQ-100 Covered Call ETF made up 0.09% of Mayflower Financial Advisors's portfolio in Q2 2026, its #202 holding.
Mayflower Financial Advisors first reported a position in Global X NASDAQ-100 Covered Call ETF in Q4 2022 and has held it in 13 quarters since.
Mayflower Financial Advisors's Global X NASDAQ-100 Covered Call ETF position peaked at $1.21M in Q4 2025.
74 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.