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

Plan Group Financial’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
2025 Q2	–	Sell	-12,371	Closed	-$206K	–	174
2025 Q1	$206K	Hold	12,371	–	–	0.07%	143
2024 Q4	$225K	Hold	12,371	–	–	0.12%	104
2024 Q3	$223K	Hold	12,371	–	–	0.12%	101
2024 Q2	$219K	Sell	12,371 -7,000	-36%	-$124K	0.13%	83
2024 Q1	$347K	Hold	19,371	–	–	0.23%	65
2023 Q4	$336K	Buy	19,371 +7,000	+57%	+$119K	0.29%	46
2023 Q3	$207K	Hold	12,371	–	–	0.15%	67
2023 Q2	$220K	Buy	+12,371	New	+$216K	0.18%	63

Other funds holding QYLD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GXJ

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 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

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Plan Group Financial's QYLD Position: Q2 2025 in Review

Plan Group Financial sold out of Global X NASDAQ-100 Covered Call ETF (QYLD) in Q2 2025, closing a stake of 12,371 shares — an estimated $206K sold.

Plan Group Financial first reported a position in QYLD in Q2 2023 and held it in 8 quarters. The position peaked at $347K in Q1 2024. 409 funds tracked by Wall St. Rank hold QYLD as of Q2 2025.

Plan Group Financial reported no remaining Global X NASDAQ-100 Covered Call ETF position as of Q2 2025 after selling out during the quarter.
Plan Group Financial sold 12,371 Global X NASDAQ-100 Covered Call ETF shares in Q2 2025, an estimated $206K.
Plan Group Financial first reported a position in Global X NASDAQ-100 Covered Call ETF in Q2 2023 and held it in 8 quarters.
Plan Group Financial's Global X NASDAQ-100 Covered Call ETF position peaked at $347K in Q1 2024.
409 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q2 2025.

Based on Plan Group Financial's 13F filing for Q2 2025, filed 13 Aug 2025.