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 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 $377B AUM 19.32% 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 $857M AUM

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

NWF Advisory Services's QYLD Position: Q1 2026 in Review

NWF Advisory Services reduced its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 4.3% in Q1 2026, selling an estimated $125K and leaving 158,504 shares worth $2.72M. The position accounts for 0.31% of the portfolio, ranked #67.

NWF Advisory Services first reported a position in QYLD in Q1 2023 and has held it in 13 quarters since. The position peaked at $4.61M in Q1 2025. 433 funds tracked by Wall St. Rank hold QYLD as of Q1 2026.

NWF Advisory Services held 158,504 shares of Global X NASDAQ-100 Covered Call ETF worth $2.72M as of Q1 2026.
NWF Advisory Services sold 7,131 Global X NASDAQ-100 Covered Call ETF shares in Q1 2026, an estimated $125K.
Global X NASDAQ-100 Covered Call ETF made up 0.31% of NWF Advisory Services's portfolio in Q1 2026, its #67 holding.
NWF Advisory Services first reported a position in Global X NASDAQ-100 Covered Call ETF in Q1 2023 and has held it in 13 quarters since.
NWF Advisory Services's Global X NASDAQ-100 Covered Call ETF position peaked at $4.61M in Q1 2025.
433 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q1 2026.

Based on NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.