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

Medallion 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
Q1 		$215K Buy
12,529
+218
+2% +$3.84K 0.07% 238
2025
Q4 		$218K Sell
12,311
-1,084
-8% -$18.9K 0.07% 233
2025
Q3 		$228K Buy
13,395
+4,739
+55% +$79.6K 0.08% 213
2025
Q2 		$145K Buy
8,656
+565
+7% +$9.23K 0.06% 286
2025
Q1 		$135K Buy
8,091
+913
+13% +$16.4K 0.06% 260
2024
Q4 		$131K Buy
+7,178
New +$131K 0.06% 251

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 $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Medallion Wealth Advisors's QYLD Position: Q1 2026 in Review

Medallion Wealth Advisors increased its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 1.8% in Q1 2026, buying an estimated $3.84K and bringing the position to 12,529 shares worth $215K. The position accounts for 0.07% of the portfolio, ranked #238.

Medallion Wealth Advisors first reported a position in QYLD in Q4 2024 and has held it in 6 quarters since. The position peaked at $228K in Q3 2025. 434 funds tracked by Wall St. Rank hold QYLD as of Q1 2026.

  • Medallion Wealth Advisors held 12,529 shares of Global X NASDAQ-100 Covered Call ETF worth $215K as of Q1 2026.
  • Medallion Wealth Advisors bought 218 Global X NASDAQ-100 Covered Call ETF shares in Q1 2026, an estimated $3.84K.
  • Global X NASDAQ-100 Covered Call ETF made up 0.07% of Medallion Wealth Advisors's portfolio in Q1 2026, its #238 holding.
  • Medallion Wealth Advisors first reported a position in Global X NASDAQ-100 Covered Call ETF in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Global X NASDAQ-100 Covered Call ETF position peaked at $228K in Q3 2025.
  • 434 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.