Mount Yale Investment Advisors’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Mount Yale Investment Advisors’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	$502K	Buy	29,298 +56	+0.2%	+$985	0.01%	716
2025 Q4	$517K	Buy	29,242 +137	+0.5%	+$2.38K	0.02%	454
2025 Q3	$495K	Buy	+29,105	New	+$489K	0.03%	418

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 $445B AUM 25.58% 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 $879M AUM

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

Mount Yale Investment Advisors's QYLD Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 0.19% in Q1 2026, buying an estimated $985 and bringing the position to 29,298 shares worth $502K. The position accounts for 0.01% of the portfolio, ranked #716.

Mount Yale Investment Advisors first reported a position in QYLD in Q3 2025 and has held it in 3 quarters since. The position peaked at $517K in Q4 2025. 434 funds tracked by Wall St. Rank hold QYLD as of Q1 2026.

Mount Yale Investment Advisors held 29,298 shares of Global X NASDAQ-100 Covered Call ETF worth $502K as of Q1 2026.
Mount Yale Investment Advisors bought 56 Global X NASDAQ-100 Covered Call ETF shares in Q1 2026, an estimated $985.
Global X NASDAQ-100 Covered Call ETF made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #716 holding.
Mount Yale Investment Advisors first reported a position in Global X NASDAQ-100 Covered Call ETF in Q3 2025 and has held it in 3 quarters since.
Mount Yale Investment Advisors's Global X NASDAQ-100 Covered Call ETF position peaked at $517K in Q4 2025.
434 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.