PMG Family Office’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

PMG Family Office’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	$1.57M	Buy	85,370 +1,531	+2%	+$27.4K	1.45%	22
2026 Q1	$1.44M	Buy	83,839 +1,941	+2%	+$34.2K	1.61%	21
2025 Q4	$1.45M	Sell	81,898 -13,933	-15%	-$242K	1.67%	20
2025 Q3	$1.63M	Buy	+95,831	New	+$1.61M	1.82%	17

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

PMG Family Office's QYLD Position: Q2 2026 in Review

PMG Family Office increased its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 1.8% in Q2 2026, buying an estimated $27.4K and bringing the position to 85,370 shares worth $1.57M. The position accounts for 1.45% of the portfolio, ranked #22.

PMG Family Office first reported a position in QYLD in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.63M in Q3 2025. 430 funds tracked by Wall St. Rank hold QYLD as of Q2 2026.

PMG Family Office held 85,370 shares of Global X NASDAQ-100 Covered Call ETF worth $1.57M as of Q2 2026.
PMG Family Office bought 1,531 Global X NASDAQ-100 Covered Call ETF shares in Q2 2026, an estimated $27.4K.
Global X NASDAQ-100 Covered Call ETF made up 1.45% of PMG Family Office's portfolio in Q2 2026, its #22 holding.
PMG Family Office first reported a position in Global X NASDAQ-100 Covered Call ETF in Q3 2025 and has held it in 4 quarters since.
PMG Family Office's Global X NASDAQ-100 Covered Call ETF position peaked at $1.63M in Q3 2025.
430 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q2 2026.

Based on PMG Family Office's 13F filing for Q2 2026, filed 16 Jul 2026.