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SageGuard Financial Group’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

SageGuard Financial Group’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 		$1.54M Sell
83,425
-34,642
-29% -$620K 0.22% 92
2026
Q1 		$2.02M Sell
118,067
-9,401
-7% -$165K 0.31% 74
2025
Q4 		$2.25M Buy
+127,468
New +$2.22M 0.36% 55

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
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return
SIM
Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

SageGuard Financial Group's QYLD Position: Q2 2026 in Review

SageGuard Financial Group reduced its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 29% in Q2 2026, selling an estimated $620K and leaving 83,425 shares worth $1.54M. The position accounts for 0.22% of the portfolio, ranked #92.

SageGuard Financial Group first reported a position in QYLD in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.25M in Q4 2025. 277 funds tracked by Wall St. Rank hold QYLD as of Q2 2026.

  • SageGuard Financial Group held 83,425 shares of Global X NASDAQ-100 Covered Call ETF worth $1.54M as of Q2 2026.
  • SageGuard Financial Group sold 34,642 Global X NASDAQ-100 Covered Call ETF shares in Q2 2026, an estimated $620K.
  • Global X NASDAQ-100 Covered Call ETF made up 0.22% of SageGuard Financial Group's portfolio in Q2 2026, its #92 holding.
  • SageGuard Financial Group first reported a position in Global X NASDAQ-100 Covered Call ETF in Q4 2025 and has held it in 3 quarters since.
  • SageGuard Financial Group's Global X NASDAQ-100 Covered Call ETF position peaked at $2.25M in Q4 2025.
  • 277 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q2 2026.

Based on SageGuard Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.