Meriwether Wealth & Planning
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Meriwether Wealth & Planning’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Meriwether Wealth & Planning’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
Q3 		$7.42K Buy
+400
New +$7.27K ﹤0.01% 465

Other funds holding QYLD

Global X Japan
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.46B AUM 38.43% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Sims Investment Management
Sims Investment Management Cincinnati, Ohio $320M AUM 14.23% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Thrive Capital Management (Pennsylvania)
Thrive Capital Management (Pennsylvania) Fort Washington, Pennsylvania $557M AUM 16.31% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.68B AUM 22.33% 1-Year Est. Return
Atlas Private Wealth Advisors
Atlas Private Wealth Advisors Matawan, New Jersey $462M AUM 14.2% 1-Year Est. Return
Newbridge Financial Services Group
Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Meriwether Wealth & Planning's QYLD Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in Global X NASDAQ-100 Covered Call ETF (QYLD) in Q3 2026: 400 shares worth $7.42K. The stake represents ﹤0.01% of the portfolio and ranks #465 among its holdings.

149 funds tracked by Wall St. Rank hold QYLD as of Q3 2026.

  • Meriwether Wealth & Planning held 400 shares of Global X NASDAQ-100 Covered Call ETF worth $7.42K as of Q3 2026.
  • Global X NASDAQ-100 Covered Call ETF was a new Meriwether Wealth & Planning position in Q3 2026.
  • Global X NASDAQ-100 Covered Call ETF made up ﹤0.01% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #465 holding.
  • 149 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.