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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
Q2 		$317K Sell
17,174
-953
-5% -$17.1K 0.04% 160
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

McGlone Suttner Wealth Management's QYLD Position: Q2 2026 in Review

McGlone Suttner Wealth Management reduced its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 5.3% in Q2 2026, selling an estimated $17.1K and leaving 17,174 shares worth $317K. The position accounts for 0.04% of the portfolio, ranked #160.

McGlone Suttner Wealth Management first reported a position in QYLD in Q4 2022 and has held it in 15 quarters since. The position peaked at $482K in Q1 2025. 431 funds tracked by Wall St. Rank hold QYLD as of Q2 2026.

  • McGlone Suttner Wealth Management held 17,174 shares of Global X NASDAQ-100 Covered Call ETF worth $317K as of Q2 2026.
  • McGlone Suttner Wealth Management sold 953 Global X NASDAQ-100 Covered Call ETF shares in Q2 2026, an estimated $17.1K.
  • Global X NASDAQ-100 Covered Call ETF made up 0.04% of McGlone Suttner Wealth Management's portfolio in Q2 2026, its #160 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 15 quarters since.
  • McGlone Suttner Wealth Management's Global X NASDAQ-100 Covered Call ETF position peaked at $482K in Q1 2025.
  • 431 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q2 2026.

Based on McGlone Suttner Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.