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Milestone Asset Management’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Milestone Asset 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 		$510K Buy
27,684
+8,726
+46% +$156K 0.08% 183
2026
Q1 		$325K Hold
18,958
– – 0.06% 195
2025
Q4 		$335K Sell
18,958
-7,631
-29% -$133K 0.06% 174
2025
Q3 		$452K Buy
26,589
+833
+3% +$14K 0.09% 157
2025
Q2 		$431K Sell
25,756
-3,564
-12% -$58.2K 0.09% 154
2025
Q1 		$488K Buy
29,320
+3,480
+13% +$62.4K 0.1% 141
2024
Q4 		$471K Sell
25,840
-3,071
-11% -$56.1K 0.1% 165
2024
Q3 		$522K Buy
28,911
+3,310
+13% +$58.4K 0.12% 133
2024
Q2 		$452K Buy
25,601
+90
+0.4% +$1.59K 0.11% 137
2024
Q1 		$457K Sell
25,511
-4,764
-16% -$84.5K 0.13% 111
2023
Q4 		$525K Buy
30,275
+1,222
+4% +$20.8K 0.17% 37
2023
Q3 		$491K Buy
29,053
+3,812
+15% +$66.9K 0.17% 35
2023
Q2 		$448K Buy
25,241
+62
+0.2% +$1.08K 0.2% 35
2023
Q1 		$432K Buy
25,179
+308
+1% +$5.13K 0.25% 44
2022
Q4 		$417K Buy
+24,871
New +$402K 0.25% 37

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

Milestone Asset Management's QYLD Position: Q2 2026 in Review

Milestone Asset Management increased its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 46% in Q2 2026, buying an estimated $156K and bringing the position to 27,684 shares worth $510K. The position accounts for 0.08% of the portfolio, ranked #183.

Milestone Asset Management first reported a position in QYLD in Q4 2022 and has held it in 15 quarters since. The position peaked at $525K in Q4 2023. 430 funds tracked by Wall St. Rank hold QYLD as of Q2 2026.

  • Milestone Asset Management held 27,684 shares of Global X NASDAQ-100 Covered Call ETF worth $510K as of Q2 2026.
  • Milestone Asset Management bought 8,726 Global X NASDAQ-100 Covered Call ETF shares in Q2 2026, an estimated $156K.
  • Global X NASDAQ-100 Covered Call ETF made up 0.08% of Milestone Asset Management's portfolio in Q2 2026, its #183 holding.
  • Milestone Asset Management first reported a position in Global X NASDAQ-100 Covered Call ETF in Q4 2022 and has held it in 15 quarters since.
  • Milestone Asset Management's Global X NASDAQ-100 Covered Call ETF position peaked at $525K in Q4 2023.
  • 430 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q2 2026.

Based on Milestone Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.