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Regal Investment Advisors’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Regal Investment Advisors’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 		$307K Buy
17,874
+3,296
+23% +$58K 0.02% 524
2025
Q4 		$258K Sell
14,578
-1,889
-11% -$32.9K 0.02% 545
2025
Q3 		$280K Sell
16,467
-376
-2% -$6.32K 0.02% 474
2025
Q2 		$282K Sell
16,843
-59,053
-78% -$965K 0.02% 434
2025
Q1 		$1.26M Sell
75,896
-8,744
-10% -$157K 0.1% 192
2024
Q4 		$1.54M Buy
84,640
+13,349
+19% +$244K 0.12% 189
2024
Q3 		$1.29M Sell
71,291
-2,091
-3% -$36.9K 0.09% 218
2024
Q2 		$1.3M Buy
73,382
+272
+0.4% +$4.8K 0.08% 222
2024
Q1 		$1.31M Buy
73,110
+612
+0.8% +$10.8K 0.09% 216
2023
Q4 		$1.26M Buy
72,498
+3,772
+5% +$64.3K 0.1% 202
2023
Q3 		$1.15M Sell
68,726
-7,128
-9% -$125K 0.1% 198
2023
Q2 		$1.35M Buy
75,854
+3,055
+4% +$53.3K 0.11% 181
2023
Q1 		$1.25M Buy
72,799
+15,546
+27% +$259K 0.11% 178
2022
Q4 		$911K Sell
57,253
-406
-0.7% -$6.56K 0.09% 199
2022
Q3 		$903K Buy
57,659
+1,528
+3% +$26.8K 0.1% 191
2022
Q2 		$981K Sell
56,131
-1,267
-2% -$23.9K 0.1% 190
2022
Q1 		$1.2M Buy
57,398
+4,795
+9% +$99K 0.11% 186
2021
Q4 		$1.17M Buy
52,603
+4,697
+10% +$106K 0.1% 213
2021
Q3 		$1.06M Buy
47,906
+3,036
+7% +$68.8K 0.1% 216
2021
Q2 		$1.01M Buy
+44,870
New +$1M 0.1% 220

Other funds holding QYLD

GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Carson Wealth (CWM LLC)
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Regal Investment Advisors's QYLD Position: Q1 2026 in Review

Regal Investment Advisors increased its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 23% in Q1 2026, buying an estimated $58K and bringing the position to 17,874 shares worth $307K. The position accounts for 0.02% of the portfolio, ranked #524.

Regal Investment Advisors first reported a position in QYLD in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.54M in Q4 2024. 434 funds tracked by Wall St. Rank hold QYLD as of Q1 2026.

  • Regal Investment Advisors held 17,874 shares of Global X NASDAQ-100 Covered Call ETF worth $307K as of Q1 2026.
  • Regal Investment Advisors bought 3,296 Global X NASDAQ-100 Covered Call ETF shares in Q1 2026, an estimated $58K.
  • Global X NASDAQ-100 Covered Call ETF made up 0.02% of Regal Investment Advisors's portfolio in Q1 2026, its #524 holding.
  • Regal Investment Advisors first reported a position in Global X NASDAQ-100 Covered Call ETF in Q2 2021 and has held it in 20 quarters since.
  • Regal Investment Advisors's Global X NASDAQ-100 Covered Call ETF position peaked at $1.54M in Q4 2024.
  • 434 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.