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

Modern 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
2026
Q2 		$2.21M Buy
+120,046
New +$2.15M 0.03% 376
2025
Q4 		– Sell
-15,513
Closed -$264K – 882
2025
Q3 		$264K Buy
+15,513
New +$261K 0.01% 683

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

Modern Wealth Management's QYLD Position: Q2 2026 in Review

Modern Wealth Management opened a new position in Global X NASDAQ-100 Covered Call ETF (QYLD) in Q2 2026: 120,046 shares worth $2.21M. The stake represents 0.03% of the portfolio and ranks #376 among its holdings. This is a return to the name: Modern Wealth Management previously reported a position in QYLD as recently as Q3 2025.

Modern Wealth Management first reported a position in QYLD in Q3 2025 and has held it in 2 quarters since. 430 funds tracked by Wall St. Rank hold QYLD as of Q2 2026.

  • Modern Wealth Management held 120,046 shares of Global X NASDAQ-100 Covered Call ETF worth $2.21M as of Q2 2026.
  • Global X NASDAQ-100 Covered Call ETF was a new Modern Wealth Management position in Q2 2026.
  • Global X NASDAQ-100 Covered Call ETF made up 0.03% of Modern Wealth Management's portfolio in Q2 2026, its #376 holding.
  • Modern Wealth Management first reported a position in Global X NASDAQ-100 Covered Call ETF in Q3 2025 and has held it in 2 quarters since.
  • 430 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.