Signature Estate & Investment Advisors’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Signature Estate & Investment Advisors’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	$438K	Buy	23,786 +698	+3%	+$12.5K	0.01%	461
2026 Q1	$396K	Buy	23,088 +672	+3%	+$11.8K	0.01%	469
2025 Q4	$396K	Buy	22,416 +645	+3%	+$11.2K	0.01%	435
2025 Q3	$370K	Buy	21,771 +629	+3%	+$10.6K	0.01%	441
2025 Q2	$353K	Buy	21,142 +608	+3%	+$9.93K	0.01%	421
2025 Q1	$341K	Sell	20,534 -35,834	-64%	-$643K	0.01%	417
2024 Q4	$1.03M	Buy	56,368 +1,751	+3%	+$32K	0.03%	208
2024 Q3	$985K	Buy	54,617 +731	+1%	+$12.9K	0.02%	207
2024 Q2	$952K	Buy	53,886 +20,660	+62%	+$365K	0.02%	207
2024 Q1	$595K	Buy	33,226 +9,873	+42%	+$175K	0.02%	111
2023 Q4	$405K	Buy	23,353 +1,788	+8%	+$30.5K	0.01%	134
2023 Q3	$362K	Buy	21,565 +7,317	+51%	+$128K	0.01%	136
2023 Q2	$253K	Buy	14,248 +1,071	+8%	+$18.7K	0.01%	154
2023 Q1	$226K	Buy	+13,177	New	+$220K	0.01%	169

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

Signature Estate & Investment Advisors's QYLD Position: Q2 2026 in Review

Signature Estate & Investment Advisors increased its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 3% in Q2 2026, buying an estimated $12.5K and bringing the position to 23,786 shares worth $438K. The position accounts for 0.01% of the portfolio, ranked #461.

Signature Estate & Investment Advisors first reported a position in QYLD in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.03M in Q4 2024. 429 funds tracked by Wall St. Rank hold QYLD as of Q2 2026.

Signature Estate & Investment Advisors held 23,786 shares of Global X NASDAQ-100 Covered Call ETF worth $438K as of Q2 2026.
Signature Estate & Investment Advisors bought 698 Global X NASDAQ-100 Covered Call ETF shares in Q2 2026, an estimated $12.5K.
Global X NASDAQ-100 Covered Call ETF made up 0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #461 holding.
Signature Estate & Investment Advisors first reported a position in Global X NASDAQ-100 Covered Call ETF in Q1 2023 and has held it in 14 quarters since.
Signature Estate & Investment Advisors's Global X NASDAQ-100 Covered Call ETF position peaked at $1.03M in Q4 2024.
429 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.