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

Meridian 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	$247K	Sell	13,420 -222	-2%	-$3.98K	0.01%	733
2026 Q1	$234K	Sell	13,642 -2,587	-16%	-$45.5K	0.01%	716
2025 Q4	$287K	Buy	16,229 +9	+0.1%	+$157	0.01%	622
2025 Q3	$276K	Buy	16,220 +388	+2%	+$6.52K	0.01%	601
2025 Q2	$265K	Sell	15,832 -1,140	-7%	-$18.6K	0.01%	581
2025 Q1	$282K	Buy	16,972 +2,037	+14%	+$36.5K	0.01%	530
2024 Q4	$272K	Sell	14,935 -3,029	-17%	-$55.3K	0.01%	535
2024 Q3	$324K	Sell	17,964 -188	-1%	-$3.32K	0.02%	499
2024 Q2	$321K	Buy	+18,152	New	+$321K	0.04%	227
2024 Q1	–	Sell	-24,738	Closed	-$429K	–	430
2023 Q4	$429K	Sell	24,738 -5,459	-18%	-$93K	0.03%	419
2023 Q3	$507K	Sell	30,197 -24,060	-44%	-$422K	0.03%	366
2023 Q2	$963K	Sell	54,257 -3,872	-7%	-$67.6K	0.08%	212
2023 Q1	$997K	Sell	58,129 -10,910	-16%	-$182K	0.09%	208
2022 Q4	$1.1M	Sell	69,039 -19,422	-22%	-$314K	0.11%	180
2022 Q3	$1.39M	Sell	88,461 -26,563	-23%	-$466K	0.15%	143
2022 Q2	$2.01M	Buy	+115,024	New	+$2.17M	0.16%	148

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

Meridian Wealth Management's QYLD Position: Q2 2026 in Review

Meridian Wealth Management reduced its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 1.6% in Q2 2026, selling an estimated $3.98K and leaving 13,420 shares worth $247K. The position accounts for 0.01% of the portfolio, ranked #733.

Meridian Wealth Management first reported a position in QYLD in Q2 2022 and has held it in 16 quarters since. The position peaked at $2.01M in Q2 2022. 430 funds tracked by Wall St. Rank hold QYLD as of Q2 2026.

Meridian Wealth Management held 13,420 shares of Global X NASDAQ-100 Covered Call ETF worth $247K as of Q2 2026.
Meridian Wealth Management sold 222 Global X NASDAQ-100 Covered Call ETF shares in Q2 2026, an estimated $3.98K.
Global X NASDAQ-100 Covered Call ETF made up 0.01% of Meridian Wealth Management's portfolio in Q2 2026, its #733 holding.
Meridian Wealth Management first reported a position in Global X NASDAQ-100 Covered Call ETF in Q2 2022 and has held it in 16 quarters since.
Meridian Wealth Management's Global X NASDAQ-100 Covered Call ETF position peaked at $2.01M in Q2 2022.
430 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.