MAM
QYLD icon

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
Q3 		$351K Sell
18,925
-8,759
-32% -$159K 0.06% 194
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

SIM
Sims Investment Management Cincinnati, Ohio $320M AUM 14.23% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
NFSG
Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
RFN
RDA Financial Network Akron, Iowa $459M AUM 19.8% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
UIA
Ulland Investment Advisors Minneapolis, Minnesota $142M AUM 22.97% 1-Year Est. Return
AMG
APS Management Group Torrance, California $139M AUM 6.66% 1-Year Est. Return

Milestone Asset Management's QYLD Position: Q3 2026 in Review

Milestone Asset Management reduced its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 32% in Q3 2026, selling an estimated $159K and leaving 18,925 shares worth $351K. The position accounts for 0.06% of the portfolio, ranked #194.

Milestone Asset Management first reported a position in QYLD in Q4 2022 and has held it in 16 quarters since. The position peaked at $525K in Q4 2023. 59 funds tracked by Wall St. Rank hold QYLD as of Q3 2026.

  • Milestone Asset Management held 18,925 shares of Global X NASDAQ-100 Covered Call ETF worth $351K as of Q3 2026.
  • Milestone Asset Management sold 8,759 Global X NASDAQ-100 Covered Call ETF shares in Q3 2026, an estimated $159K.
  • Global X NASDAQ-100 Covered Call ETF made up 0.06% of Milestone Asset Management's portfolio in Q3 2026, its #194 holding.
  • Milestone Asset Management first reported a position in Global X NASDAQ-100 Covered Call ETF in Q4 2022 and has held it in 16 quarters since.
  • Milestone Asset Management's Global X NASDAQ-100 Covered Call ETF position peaked at $525K in Q4 2023.
  • 59 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q3 2026.

Based on Milestone Asset Management's 13F filing for Q3 2026, filed 15 Oct 2026.