NWF Advisory Services’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

NWF Advisory Services’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	$2.82M	Sell	152,854 -5,650	-4%	-$101K	0.26%	73
2026 Q1	$2.72M	Sell	158,504 -7,131	-4%	-$125K	0.31%	67
2025 Q4	$2.93M	Sell	165,635 -88,150	-35%	-$1.53M	0.32%	65
2025 Q3	$4.32M	Sell	253,785 -11,500	-4%	-$193K	0.47%	49
2025 Q2	$4.44M	Sell	265,285 -12,025	-4%	-$196K	0.53%	44
2025 Q1	$4.61M	Buy	277,310 +245,093	+761%	+$4.4M	0.65%	41
2024 Q4	$598K	Sell	32,217 -217,037	-87%	-$3.96M	0.09%	117
2024 Q3	$4.5M	Sell	249,254 -2,136	-0.8%	-$37.7K	0.65%	39
2024 Q2	$4.44M	Sell	251,390 -3,127	-1%	-$55.2K	0.71%	38
2024 Q1	$4.56M	Buy	254,517 +4,848	+2%	+$85.9K	0.76%	33
2023 Q4	$4.33M	Buy	249,669 +10,184	+4%	+$174K	0.86%	30
2023 Q3	$4.02M	Buy	239,485 +6,454	+3%	+$113K	0.95%	26
2023 Q2	$4.14M	Hold	233,031	–	–	0.96%	24
2023 Q1	$4.14M	Buy	+233,031	New	+$3.88M	0.96%	24

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 $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

NWF Advisory Services's QYLD Position: Q2 2026 in Review

NWF Advisory Services reduced its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 3.6% in Q2 2026, selling an estimated $101K and leaving 152,854 shares worth $2.82M. The position accounts for 0.26% of the portfolio, ranked #73.

NWF Advisory Services first reported a position in QYLD in Q1 2023 and has held it in 14 quarters since. The position peaked at $4.61M in Q1 2025. 430 funds tracked by Wall St. Rank hold QYLD as of Q2 2026.

NWF Advisory Services held 152,854 shares of Global X NASDAQ-100 Covered Call ETF worth $2.82M as of Q2 2026.
NWF Advisory Services sold 5,650 Global X NASDAQ-100 Covered Call ETF shares in Q2 2026, an estimated $101K.
Global X NASDAQ-100 Covered Call ETF made up 0.26% of NWF Advisory Services's portfolio in Q2 2026, its #73 holding.
NWF Advisory Services first reported a position in Global X NASDAQ-100 Covered Call ETF in Q1 2023 and has held it in 14 quarters since.
NWF Advisory Services's Global X NASDAQ-100 Covered Call ETF position peaked at $4.61M in Q1 2025.
430 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q2 2026.

Based on NWF Advisory Services's 13F filing for Q2 2026, filed 29 Jul 2026.