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

McGlone Suttner 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	$311K	Buy	18,127 +66	+0.4%	+$1.16K	0.04%	157
2025 Q4	$319K	Sell	18,061 -4,036	-18%	-$70.2K	0.04%	154
2025 Q3	$376K	Sell	22,097 -1,593	-7%	-$26.8K	0.05%	139
2025 Q2	$396K	Sell	23,690 -5,272	-18%	-$86.1K	0.06%	132
2025 Q1	$482K	Buy	28,962 +14,791	+104%	+$265K	0.08%	118
2024 Q4	$258K	Buy	14,171 +8	+0.1%	+$146	0.04%	150
2024 Q3	$255K	Buy	14,163 +37	+0.3%	+$653	0.05%	147
2024 Q2	$245K	Sell	14,126 -14	-0.1%	-$247	0.05%	135
2024 Q1	$253K	Buy	14,140 +14	+0.1%	+$248	0.05%	149
2023 Q4	$245K	Buy	14,126 +359	+3%	+$6.12K	0.05%	135
2023 Q3	$231K	Hold	13,767	–	–	0.05%	128
2023 Q2	$244K	Hold	13,767	–	–	0.06%	131
2023 Q1	$236K	Hold	13,767	–	–	0.06%	126
2022 Q4	$219K	Buy	+13,767	New	+$222K	0.07%	123

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 $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

McGlone Suttner Wealth Management's QYLD Position: Q1 2026 in Review

McGlone Suttner Wealth Management increased its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 0.37% in Q1 2026, buying an estimated $1.16K and bringing the position to 18,127 shares worth $311K. The position accounts for 0.04% of the portfolio, ranked #157.

McGlone Suttner Wealth Management first reported a position in QYLD in Q4 2022 and has held it in 14 quarters since. The position peaked at $482K in Q1 2025. 433 funds tracked by Wall St. Rank hold QYLD as of Q1 2026.

McGlone Suttner Wealth Management held 18,127 shares of Global X NASDAQ-100 Covered Call ETF worth $311K as of Q1 2026.
McGlone Suttner Wealth Management bought 66 Global X NASDAQ-100 Covered Call ETF shares in Q1 2026, an estimated $1.16K.
Global X NASDAQ-100 Covered Call ETF made up 0.04% of McGlone Suttner Wealth Management's portfolio in Q1 2026, its #157 holding.
McGlone Suttner Wealth Management first reported a position in Global X NASDAQ-100 Covered Call ETF in Q4 2022 and has held it in 14 quarters since.
McGlone Suttner Wealth Management's Global X NASDAQ-100 Covered Call ETF position peaked at $482K in Q1 2025.
433 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q1 2026.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.