Palacios Wealth Management’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Palacios Wealth Management’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	$406K	Sell	22,045 -900	-4%	-$16.1K	0.24%	51
2026 Q1	$413K	Buy	22,945 +2,290	+11%	+$40.3K	0.26%	50
2025 Q4	$365K	Sell	20,655 -24,268	-54%	-$422K	0.28%	47
2025 Q3	$764K	Buy	44,923 +6,586	+17%	+$111K	0.5%	35
2025 Q2	$641K	Sell	38,337 -3,686	-9%	-$60.2K	0.53%	34
2025 Q1	$699K	Sell	42,023 -478	-1%	-$8.57K	0.52%	27
2024 Q4	$785K	Buy	+42,501	New	+$776K	0.85%	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

Palacios Wealth Management's QYLD Position: Q2 2026 in Review

Palacios Wealth Management reduced its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 3.9% in Q2 2026, selling an estimated $16.1K and leaving 22,045 shares worth $406K. The position accounts for 0.24% of the portfolio, ranked #51.

Palacios Wealth Management first reported a position in QYLD in Q4 2024 and has held it in 7 quarters since. The position peaked at $785K in Q4 2024. 430 funds tracked by Wall St. Rank hold QYLD as of Q2 2026.

Palacios Wealth Management held 22,045 shares of Global X NASDAQ-100 Covered Call ETF worth $406K as of Q2 2026.
Palacios Wealth Management sold 900 Global X NASDAQ-100 Covered Call ETF shares in Q2 2026, an estimated $16.1K.
Global X NASDAQ-100 Covered Call ETF made up 0.24% of Palacios Wealth Management's portfolio in Q2 2026, its #51 holding.
Palacios Wealth Management first reported a position in Global X NASDAQ-100 Covered Call ETF in Q4 2024 and has held it in 7 quarters since.
Palacios Wealth Management's Global X NASDAQ-100 Covered Call ETF position peaked at $785K in Q4 2024.
430 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q2 2026.

Based on Palacios Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.