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RMR Wealth Builders’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

RMR Wealth Builders’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 		– Sell
-12,134
Closed -$208K – 323
2026
Q1 		$208K Buy
12,134
+472
+4% +$8.31K 0.02% 268
2025
Q4 		$206K Buy
11,662
+207
+2% +$3.6K 0.02% 268
2025
Q3 		$195K Buy
+11,455
New +$192K 0.02% 278
2025
Q2 		– Sell
-10,592
Closed -$176K – 291
2025
Q1 		$176K Buy
10,592
+290
+3% +$5.2K 0.02% 254
2024
Q4 		$188K Buy
+10,302
New +$188K 0.02% 251

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 $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RMR Wealth Builders's QYLD Position: Q2 2026 in Review

RMR Wealth Builders sold out of Global X NASDAQ-100 Covered Call ETF (QYLD) in Q2 2026, closing a stake of 12,134 shares — an estimated $208K sold.

RMR Wealth Builders first reported a position in QYLD in Q4 2024 and held it in 5 quarters. The position peaked at $208K in Q1 2026. 430 funds tracked by Wall St. Rank hold QYLD as of Q2 2026.

  • RMR Wealth Builders reported no remaining Global X NASDAQ-100 Covered Call ETF position as of Q2 2026 after selling out during the quarter.
  • RMR Wealth Builders sold 12,134 Global X NASDAQ-100 Covered Call ETF shares in Q2 2026, an estimated $208K.
  • RMR Wealth Builders first reported a position in Global X NASDAQ-100 Covered Call ETF in Q4 2024 and held it in 5 quarters.
  • RMR Wealth Builders's Global X NASDAQ-100 Covered Call ETF position peaked at $208K in Q1 2026.
  • 430 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.