Private Client Services’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Private Client Services’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	$237K	Sell	12,876 -1,205	-9%	-$21.6K	0.06%	203
2026 Q1	$241K	Buy	14,081 +845	+6%	+$14.9K	0.07%	184
2025 Q4	$234K	Sell	13,236 -2,452	-16%	-$42.7K	0.07%	171
2025 Q3	$267K	Buy	15,688 +2,765	+21%	+$46.4K	0.09%	159
2025 Q2	$216K	Buy	12,923 +608	+5%	+$9.93K	0.08%	189
2025 Q1	$205K	Buy	12,315 +1,217	+11%	+$21.8K	0.1%	180
2024 Q4	$202K	Buy	+11,098	New	+$203K	0.11%	182

Other funds holding QYLD

GXJ

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

RFN

RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return

SWP

Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return

AMG

APS Management Group Torrance, California $130M AUM 17.26% 1-Year Est. Return

PFO

PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return

UIA

Ulland Investment Advisors Minneapolis, Minnesota $136M AUM 32.68% 1-Year Est. Return

Private Client Services's QYLD Position: Q2 2026 in Review

Private Client Services reduced its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 8.6% in Q2 2026, selling an estimated $21.6K and leaving 12,876 shares worth $237K. The position accounts for 0.06% of the portfolio, ranked #203.

Private Client Services first reported a position in QYLD in Q4 2024 and has held it in 7 quarters since. The position peaked at $267K in Q3 2025. 74 funds tracked by Wall St. Rank hold QYLD as of Q2 2026.

Private Client Services held 12,876 shares of Global X NASDAQ-100 Covered Call ETF worth $237K as of Q2 2026.
Private Client Services sold 1,205 Global X NASDAQ-100 Covered Call ETF shares in Q2 2026, an estimated $21.6K.
Global X NASDAQ-100 Covered Call ETF made up 0.06% of Private Client Services's portfolio in Q2 2026, its #203 holding.
Private Client Services first reported a position in Global X NASDAQ-100 Covered Call ETF in Q4 2024 and has held it in 7 quarters since.
Private Client Services's Global X NASDAQ-100 Covered Call ETF position peaked at $267K in Q3 2025.
74 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q2 2026.

Based on Private Client Services's 13F filing for Q2 2026, filed 6 Jul 2026.