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SHP Wealth Management’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

SHP Wealth Management’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 		$30.6K Hold
1,783
– – ﹤0.01% 613
2025
Q4 		$31.5K Buy
+1,783
New +$31K ﹤0.01% 586

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 $1.66T 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

SHP Wealth Management's QYLD Position: Q1 2026 in Review

SHP Wealth Management held its Global X NASDAQ-100 Covered Call ETF (QYLD) position steady in Q1 2026 at 1,783 shares worth $30.6K. The position accounts for ﹤0.01% of the portfolio, ranked #613.

SHP Wealth Management first reported a position in QYLD in Q4 2025 and has held it in 2 quarters since. The position peaked at $31.5K in Q4 2025. 434 funds tracked by Wall St. Rank hold QYLD as of Q1 2026.

  • SHP Wealth Management held 1,783 shares of Global X NASDAQ-100 Covered Call ETF worth $30.6K as of Q1 2026.
  • SHP Wealth Management left its Global X NASDAQ-100 Covered Call ETF share count unchanged in Q1 2026.
  • Global X NASDAQ-100 Covered Call ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #613 holding.
  • SHP Wealth Management first reported a position in Global X NASDAQ-100 Covered Call ETF in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Global X NASDAQ-100 Covered Call ETF position peaked at $31.5K in Q4 2025.
  • 434 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.