Private Advisory Group’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Private Advisory Group’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	$195K	Buy	11,347 +1,327	+13%	+$23.4K	0.01%	273
2025 Q4	$177K	Sell	10,020 -1,354	-12%	-$23.6K	0.01%	249
2025 Q3	$193K	Buy	+11,374	New	+$191K	0.02%	215
2023 Q3	–	Sell	-20,343	Closed	-$361K	–	215
2023 Q2	$361K	Buy	20,343 +2,036	+11%	+$35.5K	0.07%	171
2023 Q1	$314K	Sell	18,307 -627	-3%	-$10.4K	0.07%	173
2022 Q4	$301K	Buy	18,934 +3,501	+23%	+$56.6K	0.07%	165
2022 Q3	$242K	Buy	15,433 +128	+0.8%	+$2.25K	0.06%	169
2022 Q2	$267K	Buy	+15,305	New	+$288K	0.06%	136
2019 Q3	–	Sell	-19,605	Closed	-$447K	–	138
2019 Q2	$447K	Buy	+19,605	New	+$444K	0.21%	80
2018 Q4	–	Sell	-26,161	Closed	-$641K	–	148
2018 Q3	$641K	Sell	26,161 -478	-2%	-$11.9K	0.33%	78
2018 Q2	$640K	Buy	+26,639	New	+$647K	0.32%	88
2018 Q1	–	Sell	-9,884	Closed	-$242K	–	123
2017 Q4	$242K	Buy	+9,884	New	+$241K	0.13%	121

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 $879M AUM

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

Private Advisory Group's QYLD Position: Q1 2026 in Review

Private Advisory Group increased its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 13% in Q1 2026, buying an estimated $23.4K and bringing the position to 11,347 shares worth $195K. The position accounts for 0.01% of the portfolio, ranked #273.

Private Advisory Group first reported a position in QYLD in Q4 2017 and has held it in 12 quarters since. The position peaked at $641K in Q3 2018. 434 funds tracked by Wall St. Rank hold QYLD as of Q1 2026.

Private Advisory Group held 11,347 shares of Global X NASDAQ-100 Covered Call ETF worth $195K as of Q1 2026.
Private Advisory Group bought 1,327 Global X NASDAQ-100 Covered Call ETF shares in Q1 2026, an estimated $23.4K.
Global X NASDAQ-100 Covered Call ETF made up 0.01% of Private Advisory Group's portfolio in Q1 2026, its #273 holding.
Private Advisory Group first reported a position in Global X NASDAQ-100 Covered Call ETF in Q4 2017 and has held it in 12 quarters since.
Private Advisory Group's Global X NASDAQ-100 Covered Call ETF position peaked at $641K in Q3 2018.
434 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q1 2026.

Based on Private Advisory Group's 13F filing for Q1 2026, filed 8 May 2026.