Retirement Planning Group (Kansas)’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Retirement Planning Group (Kansas)’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	–	Sell	-64,437	Closed	-$1.14M	–	501
2025 Q4	$1.14M	Buy	64,437 +5,727	+10%	+$99.7K	0.04%	178
2025 Q3	$999K	Buy	+58,710	New	+$986K	0.03%	188
2022 Q4	–	Sell	-12,906	Closed	-$202K	–	145
2022 Q3	$202K	Buy	12,906 +1,975	+18%	+$34.7K	0.03%	123
2022 Q2	$191K	Buy	10,931 +1,414	+15%	+$26.6K	0.02%	110
2022 Q1	$200K	Buy	+9,517	New	+$196K	0.02%	107

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

Retirement Planning Group (Kansas)'s QYLD Position: Q1 2026 in Review

Retirement Planning Group (Kansas) sold out of Global X NASDAQ-100 Covered Call ETF (QYLD) in Q1 2026, closing a stake of 64,437 shares — an estimated $1.14M sold.

Retirement Planning Group (Kansas) first reported a position in QYLD in Q1 2022 and held it in 5 quarters. The position peaked at $1.14M in Q4 2025. 434 funds tracked by Wall St. Rank hold QYLD as of Q1 2026.

Retirement Planning Group (Kansas) reported no remaining Global X NASDAQ-100 Covered Call ETF position as of Q1 2026 after selling out during the quarter.
Retirement Planning Group (Kansas) sold 64,437 Global X NASDAQ-100 Covered Call ETF shares in Q1 2026, an estimated $1.14M.
Retirement Planning Group (Kansas) first reported a position in Global X NASDAQ-100 Covered Call ETF in Q1 2022 and held it in 5 quarters.
Retirement Planning Group (Kansas)'s Global X NASDAQ-100 Covered Call ETF position peaked at $1.14M in Q4 2025.
434 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.