PFG Investments’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

PFG Investments’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	$5.42M	Buy	315,898 +8,511	+3%	+$150K	0.25%	73
2025 Q4	$5.43M	Buy	307,387 +46,944	+18%	+$817K	0.26%	70
2025 Q3	$4.43M	Buy	260,443 +5,401	+2%	+$90.7K	0.23%	82
2025 Q2	$4.26M	Buy	255,042 +10,364	+4%	+$169K	0.25%	75
2025 Q1	$4.07M	Buy	244,678 +85,697	+54%	+$1.54M	0.26%	76
2024 Q4	$2.9M	Sell	158,981 -38,745	-20%	-$707K	0.18%	100
2024 Q3	$3.57M	Sell	197,726 -48,616	-20%	-$858K	0.23%	76
2024 Q2	$4.35M	Buy	246,342 +45,171	+22%	+$798K	0.31%	58
2024 Q1	$3.6M	Buy	201,171 +129,512	+181%	+$2.3M	0.22%	93
2023 Q4	$1.24M	Sell	71,659 -459	-0.6%	-$7.82K	0.23%	109
2023 Q3	$1.21M	Buy	72,118 +5,546	+8%	+$97.3K	0.23%	89
2023 Q2	$1.18M	Buy	66,572 +519	+0.8%	+$9.06K	0.21%	100
2023 Q1	$1.13M	Buy	+66,053	New	+$1.1M	0.23%	93

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

PFG Investments's QYLD Position: Q1 2026 in Review

PFG Investments increased its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 2.8% in Q1 2026, buying an estimated $150K and bringing the position to 315,898 shares worth $5.42M. The position accounts for 0.25% of the portfolio, ranked #73.

PFG Investments first reported a position in QYLD in Q1 2023 and has held it in 13 quarters since. The position peaked at $5.43M in Q4 2025. 433 funds tracked by Wall St. Rank hold QYLD as of Q1 2026.

PFG Investments held 315,898 shares of Global X NASDAQ-100 Covered Call ETF worth $5.42M as of Q1 2026.
PFG Investments bought 8,511 Global X NASDAQ-100 Covered Call ETF shares in Q1 2026, an estimated $150K.
Global X NASDAQ-100 Covered Call ETF made up 0.25% of PFG Investments's portfolio in Q1 2026, its #73 holding.
PFG Investments first reported a position in Global X NASDAQ-100 Covered Call ETF in Q1 2023 and has held it in 13 quarters since.
PFG Investments's Global X NASDAQ-100 Covered Call ETF position peaked at $5.43M in Q4 2025.
433 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q1 2026.

Based on PFG Investments's 13F filing for Q1 2026, filed 27 Apr 2026.