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Patriot Financial Group Insurance Agency’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Patriot Financial Group Insurance Agency’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 		$821K Sell
44,520
-60,250
-58% -$1.08M 0.08% 256
2026
Q1 		$1.8M Buy
104,770
+51,956
+98% +$914K 0.1% 222
2025
Q4 		$933K Sell
52,814
-1,752
-3% -$30.5K 0.11% 214
2025
Q3 		$928K Sell
54,566
-10,558
-16% -$177K 0.12% 204
2025
Q2 		$1.09M Sell
65,124
-7,157
-10% -$117K 0.13% 193
2025
Q1 		$1.2M Sell
72,281
-9,455
-12% -$170K 0.16% 159
2024
Q4 		$1.49M Sell
81,736
-1,237
-1% -$22.6K 0.2% 114
2024
Q3 		$1.5M Buy
82,973
+353
+0.4% +$6.23K 0.2% 118
2024
Q2 		$1.46M Sell
82,620
-7,242
-8% -$128K 0.21% 108
2024
Q1 		$1.61M Buy
89,862
+3,727
+4% +$66.1K 0.26% 92
2023
Q4 		$1.49M Sell
86,135
-3,225
-4% -$55K 0.28% 80
2023
Q3 		$1.5M Sell
89,360
-3,717
-4% -$65.2K 0.31% 74
2023
Q2 		$1.65M Sell
93,077
-1,242
-1% -$21.7K 0.31% 66
2023
Q1 		$1.62M Sell
94,319
-915
-1% -$15.2K 0.33% 67
2022
Q4 		$1.52M Sell
95,234
-2,776
-3% -$44.9K 0.2% 67
2022
Q3 		$1.53M Sell
98,010
-4,857
-5% -$85.2K 0.37% 60
2022
Q2 		$1.8M Sell
102,867
-2,152
-2% -$40.5K 0.36% 50
2022
Q1 		$2.2M Buy
105,019
+3,032
+3% +$62.6K 0.39% 48
2021
Q4 		$2.26M Buy
101,987
+2,418
+2% +$54.6K 0.38% 46
2021
Q3 		$2.2M Buy
99,569
+5,904
+6% +$134K 0.39% 46
2021
Q2 		$2.1M Buy
93,665
+3,228
+4% +$72.2K 0.38% 51
2021
Q1 		$2.04M Buy
90,437
+6,471
+8% +$148K 0.47% 31
2020
Q4 		$1.91M Buy
83,966
+1,866
+2% +$41.3K 0.48% 32
2020
Q3 		$1.77M Buy
82,100
+1,667
+2% +$36K 0.58% 29
2020
Q2 		$1.69M Sell
80,433
-4,319
-5% -$87.6K 0.65% 21
2020
Q1 		$1.63M Sell
84,752
-1,086
-1% -$24.2K 0.75% 19
2019
Q4 		$2.03M Buy
85,838
+201
+0.2% +$4.66K 0.76% 18
2019
Q3 		$1.94M Sell
85,637
-297
-0.3% -$6.8K 0.87% 14
2019
Q2 		$1.99M Buy
85,934
+9,495
+12% +$215K 0.86% 18
2019
Q1 		$1.74M Buy
76,439
+10,701
+16% +$238K 0.89% 16
2018
Q4 		$1.4M Buy
65,738
+947
+1% +$22K 0.92% 15
2018
Q3 		$1.63M Buy
64,791
+20,250
+45% +$505K 0.97% 14
2018
Q2 		$1.07M Buy
44,541
+3,207
+8% +$78K 1.15% 16
2018
Q1 		$958K Buy
41,334
+7,391
+22% +$183K 0.71% 25
2017
Q4 		$841K Buy
33,943
+9,360
+38% +$228K 0.63% 24
2017
Q3 		$592K Buy
24,583
+4,572
+23% +$109K 0.53% 33
2017
Q2 		$477K Buy
20,011
+13,011
+186% +$307K 0.5% 39
2017
Q1 		$162K Buy
7,000
+3,500
+100% +$80.5K 0.17% 108
2016
Q4 		$80K Buy
+3,500
New +$78.1K 0.11% 164

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
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return
SIM
Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Patriot Financial Group Insurance Agency's QYLD Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 58% in Q2 2026, selling an estimated $1.08M and leaving 44,520 shares worth $821K. The position accounts for 0.08% of the portfolio, ranked #256.

Patriot Financial Group Insurance Agency first reported a position in QYLD in Q4 2016 and has held it in 39 quarters since. The position peaked at $2.26M in Q4 2021. 285 funds tracked by Wall St. Rank hold QYLD as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 44,520 shares of Global X NASDAQ-100 Covered Call ETF worth $821K as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 60,250 Global X NASDAQ-100 Covered Call ETF shares in Q2 2026, an estimated $1.08M.
  • Global X NASDAQ-100 Covered Call ETF made up 0.08% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #256 holding.
  • Patriot Financial Group Insurance Agency first reported a position in Global X NASDAQ-100 Covered Call ETF in Q4 2016 and has held it in 39 quarters since.
  • Patriot Financial Group Insurance Agency's Global X NASDAQ-100 Covered Call ETF position peaked at $2.26M in Q4 2021.
  • 285 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.