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NFP Retirement Inc’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

NFP Retirement Inc’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 		$2.65M Buy
143,872
+3,587
+3% +$64.2K 0.15% 89
2026
Q1 		$2.41M Buy
140,285
+7,198
+5% +$127K 0.14% 92
2025
Q4 		$2.35M Sell
133,087
-2,534
-2% -$44.1K 0.14% 92
2025
Q3 		$2.31M Sell
135,621
-16,719
-11% -$281K 0.15% 86
2025
Q2 		$2.55M Buy
152,340
+26,119
+21% +$427K 0.17% 80
2025
Q1 		$2.1M Sell
126,221
-5,876
-4% -$105K 0.17% 72
2024
Q4 		$2.41M Sell
132,097
-1,980
-1% -$36.2K 0.19% 71
2024
Q3 		$2.42M Sell
134,077
-31,132
-19% -$550K 0.2% 73
2024
Q2 		$2.92M Buy
165,209
+7,166
+5% +$127K 0.24% 59
2024
Q1 		$2.83M Buy
158,043
+15,186
+11% +$269K 0.24% 62
2023
Q4 		$2.48M Buy
142,857
+44,054
+45% +$751K 0.42% 52
2023
Q3 		$1.66M Sell
98,803
-16,099
-14% -$283K 0.32% 68
2023
Q2 		$2.04M Buy
114,902
+33,178
+41% +$579K 0.38% 59
2023
Q1 		$1.4M Buy
81,724
+15,629
+24% +$260K 0.28% 76
2022
Q4 		$1.05M Buy
66,095
+14,295
+28% +$231K 0.23% 88
2022
Q3 		$811K Buy
51,800
+24,050
+87% +$422K 0.2% 99
2022
Q2 		$485K Buy
27,750
+4,225
+18% +$79.6K 0.12% 135
2022
Q1 		$493K Buy
23,525
+3,158
+16% +$65.2K 0.12% 132
2021
Q4 		$452K Buy
20,367
+9,554
+88% +$216K 0.16% 95
2021
Q3 		$239K Buy
+10,813
New +$245K 0.1% 119

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

NFP Retirement Inc's QYLD Position: Q2 2026 in Review

NFP Retirement Inc increased its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 2.6% in Q2 2026, buying an estimated $64.2K and bringing the position to 143,872 shares worth $2.65M. The position accounts for 0.15% of the portfolio, ranked #89.

NFP Retirement Inc first reported a position in QYLD in Q3 2021 and has held it in 20 quarters since. The position peaked at $2.92M in Q2 2024. 430 funds tracked by Wall St. Rank hold QYLD as of Q2 2026.

  • NFP Retirement Inc held 143,872 shares of Global X NASDAQ-100 Covered Call ETF worth $2.65M as of Q2 2026.
  • NFP Retirement Inc bought 3,587 Global X NASDAQ-100 Covered Call ETF shares in Q2 2026, an estimated $64.2K.
  • Global X NASDAQ-100 Covered Call ETF made up 0.15% of NFP Retirement Inc's portfolio in Q2 2026, its #89 holding.
  • NFP Retirement Inc first reported a position in Global X NASDAQ-100 Covered Call ETF in Q3 2021 and has held it in 20 quarters since.
  • NFP Retirement Inc's Global X NASDAQ-100 Covered Call ETF position peaked at $2.92M in Q2 2024.
  • 430 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q2 2026.

Based on NFP Retirement Inc's 13F filing for Q2 2026, filed 12 Aug 2026.