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

MBL Wealth’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	$434K	Hold	23,567	–	–	0.03%	233
2026 Q1	$404K	Hold	23,567	–	–	0.03%	225
2025 Q4	$416K	Hold	23,567	–	–	0.03%	199
2025 Q3	$401K	Hold	23,567	–	–	0.04%	175
2025 Q2	$394K	Buy	23,567 +2,904	+14%	+$47.4K	0.04%	163
2025 Q1	$344K	Buy	+20,663	New	+$371K	0.03%	166

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

MBL Wealth's QYLD Position: Q2 2026 in Review

MBL Wealth held its Global X NASDAQ-100 Covered Call ETF (QYLD) position steady in Q2 2026 at 23,567 shares worth $434K. The position accounts for 0.03% of the portfolio, ranked #233.

MBL Wealth first reported a position in QYLD in Q1 2025 and has held it in 6 quarters since. 429 funds tracked by Wall St. Rank hold QYLD as of Q2 2026.

MBL Wealth held 23,567 shares of Global X NASDAQ-100 Covered Call ETF worth $434K as of Q2 2026.
MBL Wealth 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 MBL Wealth's portfolio in Q2 2026, its #233 holding.
MBL Wealth first reported a position in Global X NASDAQ-100 Covered Call ETF in Q1 2025 and has held it in 6 quarters since.
429 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.