MJP Associates’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

MJP Associates’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 Q1	$194K	Buy	11,312 +1,000	+10%	+$17.6K	0.02%	226
2025 Q4	$182K	Sell	10,312 -3,109	-23%	-$54.1K	0.02%	243
2025 Q3	$228K	Buy	+13,421	New	+$225K	0.03%	226
2025 Q2	–	Sell	-213,357	Closed	-$3.55M	–	242
2025 Q1	$3.55M	Buy	213,357 +23,902	+13%	+$429K	0.64%	26
2024 Q4	$3.45M	Buy	189,455 +12,350	+7%	+$226K	0.62%	25
2024 Q3	$3.19M	Buy	177,105 +5,620	+3%	+$99.2K	0.61%	23
2024 Q2	$3.03M	Sell	171,485 -10,805	-6%	-$191K	0.63%	23
2024 Q1	$3.26M	Buy	182,290 +14,072	+8%	+$249K	0.71%	23
2023 Q4	$2.92M	Buy	+168,218	New	+$2.87M	0.78%	17
2022 Q4	–	Sell	-113,709	Closed	-$1.84M	–	146
2022 Q3	$1.78M	Sell	113,709 -55,046	-33%	-$966K	0.53%	21
2022 Q2	$2.95M	Buy	168,755 +79,746	+90%	+$1.5M	0.83%	19
2022 Q1	$1.87M	Buy	+89,009	New	+$1.84M	0.47%	29

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 $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $857M AUM

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

MJP Associates's QYLD Position: Q1 2026 in Review

MJP Associates increased its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 9.7% in Q1 2026, buying an estimated $17.6K and bringing the position to 11,312 shares worth $194K. The position accounts for 0.02% of the portfolio, ranked #226.

MJP Associates first reported a position in QYLD in Q1 2022 and has held it in 12 quarters since. The position peaked at $3.55M in Q1 2025. 433 funds tracked by Wall St. Rank hold QYLD as of Q1 2026.

MJP Associates held 11,312 shares of Global X NASDAQ-100 Covered Call ETF worth $194K as of Q1 2026.
MJP Associates bought 1,000 Global X NASDAQ-100 Covered Call ETF shares in Q1 2026, an estimated $17.6K.
Global X NASDAQ-100 Covered Call ETF made up 0.02% of MJP Associates's portfolio in Q1 2026, its #226 holding.
MJP Associates first reported a position in Global X NASDAQ-100 Covered Call ETF in Q1 2022 and has held it in 12 quarters since.
MJP Associates's Global X NASDAQ-100 Covered Call ETF position peaked at $3.55M in Q1 2025.
433 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q1 2026.

Based on MJP Associates's 13F filing for Q1 2026, filed 5 May 2026.