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

MGB 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
2025 Q4	$26.5K	Hold	1,500	–	–	0.01%	281
2025 Q3	$25.5K	Sell	1,500 -1,545	-51%	-$25.9K	0.01%	282
2025 Q2	$50.9K	Buy	3,045 +1,545	+103%	+$25.2K	0.02%	258
2025 Q1	$24.9K	Hold	1,500	–	–	0.01%	265
2024 Q4	$27.3K	Hold	1,500	–	–	0.01%	253
2024 Q3	$27.1K	Hold	1,500	–	–	0.01%	247
2024 Q2	$26.9K	Hold	1,500	–	–	0.01%	246
2024 Q1	$26.9K	Sell	1,500 -7,247	-83%	-$128K	0.01%	233
2023 Q4	$152K	Buy	+8,747	New	+$149K	0.08%	188

Other funds holding QYLD

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

NAM

Nissay Asset Management Tokyo, Japan $23.7B AUM 45.95% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

MGB Wealth Management's QYLD Position: Q4 2025 in Review

MGB Wealth Management held its Global X NASDAQ-100 Covered Call ETF (QYLD) position steady in Q4 2025 at 1,500 shares worth $26.5K. The position accounts for 0.01% of the portfolio, ranked #281.

MGB Wealth Management first reported a position in QYLD in Q4 2023 and has held it in 9 quarters since. The position peaked at $152K in Q4 2023. 430 funds tracked by Wall St. Rank hold QYLD as of Q4 2025.

MGB Wealth Management held 1,500 shares of Global X NASDAQ-100 Covered Call ETF worth $26.5K as of Q4 2025.
MGB Wealth Management left its Global X NASDAQ-100 Covered Call ETF share count unchanged in Q4 2025.
Global X NASDAQ-100 Covered Call ETF made up 0.01% of MGB Wealth Management's portfolio in Q4 2025, its #281 holding.
MGB Wealth Management first reported a position in Global X NASDAQ-100 Covered Call ETF in Q4 2023 and has held it in 9 quarters since.
MGB Wealth Management's Global X NASDAQ-100 Covered Call ETF position peaked at $152K in Q4 2023.
430 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.