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Mosaic Family Wealth Partners’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Mosaic Family Wealth Partners’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 		$198K Buy
10,739
+220
+2% +$3.94K 0.01% 421
2026
Q1 		$180K Buy
10,519
+210
+2% +$3.7K 0.02% 276
2025
Q4 		$182K Buy
10,309
+203
+2% +$3.53K 0.02% 233
2025
Q3 		$172K Buy
+10,106
New +$170K 0.02% 229

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

Mosaic Family Wealth Partners's QYLD Position: Q2 2026 in Review

Mosaic Family Wealth Partners increased its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 2.1% in Q2 2026, buying an estimated $3.94K and bringing the position to 10,739 shares worth $198K. The position accounts for 0.01% of the portfolio, ranked #421.

Mosaic Family Wealth Partners first reported a position in QYLD in Q3 2025 and has held it in 4 quarters since. 429 funds tracked by Wall St. Rank hold QYLD as of Q2 2026.

  • Mosaic Family Wealth Partners held 10,739 shares of Global X NASDAQ-100 Covered Call ETF worth $198K as of Q2 2026.
  • Mosaic Family Wealth Partners bought 220 Global X NASDAQ-100 Covered Call ETF shares in Q2 2026, an estimated $3.94K.
  • Global X NASDAQ-100 Covered Call ETF made up 0.01% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #421 holding.
  • Mosaic Family Wealth Partners first reported a position in Global X NASDAQ-100 Covered Call ETF in Q3 2025 and has held it in 4 quarters since.
  • 429 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.