Northstar Advisory Group
QYLD icon

Northstar Advisory Group’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Northstar Advisory Group’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
Q3 		$461K Sell
24,840
-3,600
-13% -$65.4K 0.14% 82
2026
Q2 		$524K Buy
28,440
+3,416
+14% +$61.2K 0.16% 82
2026
Q1 		$429K Buy
25,024
+1,062
+4% +$18.7K 0.16% 88
2025
Q4 		$423K Buy
23,962
+5
+0% +$87 0.15% 86
2025
Q3 		$408K Buy
23,957
+6
+0% +$101 0.17% 85
2025
Q2 		$400K Buy
23,951
+4
+0% +$65 0.2% 77
2025
Q1 		$398K Buy
23,947
+1,428
+6% +$25.6K 0.26% 71
2024
Q4 		$410K Sell
22,519
-2,772
-11% -$50.6K 0.21% 75
2024
Q3 		$456K Hold
25,291
– – 0.24% 70
2024
Q2 		$451K Hold
25,291
– – 0.26% 64
2024
Q1 		$446K Buy
25,291
+1,260
+5% +$22.3K 0.27% 61
2023
Q4 		$417K Buy
24,031
+6,430
+37% +$110K 0.25% 59
2023
Q3 		$295K Sell
17,601
-6,587
-27% -$116K 0.22% 71
2023
Q2 		$429K Buy
24,188
+2,045
+9% +$35.7K 0.28% 56
2023
Q1 		$380K Hold
22,143
– – 0.28% 58
2022
Q4 		$352K Hold
22,143
– – 0.28% 66
2022
Q3 		$347K Hold
22,143
– – 0.31% 59
2022
Q2 		$387K Buy
22,143
+2,870
+15% +$54.1K 0.29% 49
2022
Q1 		$404K Buy
19,273
+6,991
+57% +$144K 0.26% 74
2021
Q4 		$273K Buy
+12,282
New +$277K 0.16% 88
2021
Q3 		– Sell
-11,380
Closed -$255K – 108
2021
Q2 		$255K Buy
11,380
+1,217
+12% +$27.2K 0.16% 100
2021
Q1 		$229K Hold
10,163
– – 0.18% 99
2020
Q4 		$232K Buy
+10,163
New +$225K 0.19% 98

Other funds holding QYLD

Global X Japan
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.46B AUM 38.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Quadrature Capital
Quadrature Capital London, United Kingdom $16.1B AUM 61.25% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Northstar Advisory Group's QYLD Position: Q3 2026 in Review

Northstar Advisory Group reduced its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 13% in Q3 2026, selling an estimated $65.4K and leaving 24,840 shares worth $461K. The position accounts for 0.14% of the portfolio, ranked #82.

Northstar Advisory Group first reported a position in QYLD in Q4 2020 and has held it in 23 quarters since. The position peaked at $524K in Q2 2026. 378 funds tracked by Wall St. Rank hold QYLD as of Q3 2026.

  • Northstar Advisory Group held 24,840 shares of Global X NASDAQ-100 Covered Call ETF worth $461K as of Q3 2026.
  • Northstar Advisory Group sold 3,600 Global X NASDAQ-100 Covered Call ETF shares in Q3 2026, an estimated $65.4K.
  • Global X NASDAQ-100 Covered Call ETF made up 0.14% of Northstar Advisory Group's portfolio in Q3 2026, its #82 holding.
  • Northstar Advisory Group first reported a position in Global X NASDAQ-100 Covered Call ETF in Q4 2020 and has held it in 23 quarters since.
  • Northstar Advisory Group's Global X NASDAQ-100 Covered Call ETF position peaked at $524K in Q2 2026.
  • 378 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q3 2026.

Based on Northstar Advisory Group's 13F filing for Q3 2026, filed 12 Nov 2026.