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

Retirement Planning Group (New York)’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	$5.08M	Buy	275,764 +4,223	+2%	+$75.6K	2.77%	11
2026 Q1	$4.66M	Sell	271,541 -375	-0.1%	-$6.6K	3%	12
2025 Q4	$4.8M	Buy	271,916 +535	+0.2%	+$9.31K	3.28%	7
2025 Q3	$4.62M	Buy	271,381 +6,543	+2%	+$110K	3.45%	5
2025 Q2	$4.43M	Buy	264,838 +69,434	+36%	+$1.13M	3.89%	5
2025 Q1	$3.25M	Buy	195,404 +67,867	+53%	+$1.22M	3.31%	12
2024 Q4	$2.32M	Buy	+127,537	New	+$2.33M	2.56%	14

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

Retirement Planning Group (New York)'s QYLD Position: Q2 2026 in Review

Retirement Planning Group (New York) increased its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 1.6% in Q2 2026, buying an estimated $75.6K and bringing the position to 275,764 shares worth $5.08M. The position accounts for 2.77% of the portfolio, ranked #11.

Retirement Planning Group (New York) first reported a position in QYLD in Q4 2024 and has held it in 7 quarters since. 430 funds tracked by Wall St. Rank hold QYLD as of Q2 2026.

Retirement Planning Group (New York) held 275,764 shares of Global X NASDAQ-100 Covered Call ETF worth $5.08M as of Q2 2026.
Retirement Planning Group (New York) bought 4,223 Global X NASDAQ-100 Covered Call ETF shares in Q2 2026, an estimated $75.6K.
Global X NASDAQ-100 Covered Call ETF made up 2.77% of Retirement Planning Group (New York)'s portfolio in Q2 2026, its #11 holding.
Retirement Planning Group (New York) first reported a position in Global X NASDAQ-100 Covered Call ETF in Q4 2024 and has held it in 7 quarters since.
430 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q2 2026.

Based on Retirement Planning Group (New York)'s 13F filing for Q2 2026, filed 7 Aug 2026.