Sowell Financial Services
QYLD icon

Sowell Financial Services’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Sowell Financial Services’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
Q3 		$2.28M Buy
122,917
+5,939
+5% +$108K 0.07% 275
2026
Q2 		$2.16M Buy
116,978
+1,482
+1% +$26.5K 0.07% 297
2026
Q1 		$1.98M Buy
115,496
+333
+0.3% +$5.86K 0.07% 289
2025
Q4 		$2.03M Buy
115,163
+572
+0.5% +$10K 0.07% 272
2025
Q3 		$1.95M Buy
114,591
+401
+0.4% +$6.74K 0.07% 282
2025
Q2 		$1.91M Buy
114,190
+5,327
+5% +$87K 0.08% 280
2025
Q1 		$1.81M Buy
108,863
+6,066
+6% +$109K 0.08% 259
2024
Q4 		$1.87M Sell
102,797
-83,669
-45% -$1.53M 0.1% 223
2024
Q3 		$3.36M Sell
186,466
-102,916
-36% -$1.82M 0.16% 147
2024
Q2 		$5.16M Sell
289,382
-1,415
-0.5% -$25K 0.25% 95
2024
Q1 		$5.21M Sell
290,797
-25,884
-8% -$459K 0.25% 103
2023
Q4 		$5.54M Sell
316,681
-8,729
-3% -$149K 0.3% 83
2023
Q3 		$5.46M Buy
325,410
+17,800
+6% +$312K 0.34% 73
2023
Q2 		$5.46M Buy
307,610
+220,726
+254% +$3.85M 0.3% 77
2023
Q1 		$1.49M Sell
86,884
-157,748
-64% -$2.63M 0.12% 215
2022
Q4 		$3.92M Buy
244,632
+151,779
+163% +$2.45M 0.25% 104
2022
Q3 		$1.45M Sell
92,853
-102,919
-53% -$1.81M 0.15% 182
2022
Q2 		$4.04M Buy
195,772
+69,026
+54% +$1.3M 0.37% 65
2022
Q1 		$3.05M Buy
126,746
+27,129
+27% +$560K 0.53% 34
2021
Q4 		$2.21M Buy
99,617
+6,297
+7% +$142K 0.13% 179
2021
Q3 		$2.06M Buy
93,320
+22,088
+31% +$501K 0.14% 174
2021
Q2 		$1.6M Sell
71,232
-32,924
-32% -$736K 0.11% 220
2021
Q1 		$2.33M Sell
104,156
-25,452
-20% -$581K 0.08% 220
2020
Q4 		$2.96M Buy
129,608
+16,347
+14% +$362K 0.13% 145
2020
Q3 		$2.44M Buy
113,261
+8,613
+8% +$186K 0.12% 149
2020
Q2 		$2.2M Buy
104,648
+8,968
+9% +$182K 0.12% 164
2020
Q1 		$1.84M Buy
95,680
+16,270
+20% +$362K 0.14% 168
2019
Q4 		$1.88M Buy
79,410
+20,594
+35% +$478K 0.14% 156
2019
Q3 		$1.33M Buy
+58,816
New +$1.35M 0.11% 196
2019
Q1 		$1.31M Buy
57,829
+12,189
+27% +$271K 0.15% 157
2018
Q4 		$973K Sell
45,640
-3,595
-7% -$83.6K 0.14% 164
2018
Q3 		$1.24M Buy
49,235
+6,494
+15% +$162K 0.18% 99
2018
Q2 		$1.07M Buy
+42,741
New +$1.04M 0.23% 106

Other funds holding QYLD

Global X Japan
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.46B AUM 38.43% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Sims Investment Management
Sims Investment Management Cincinnati, Ohio $320M AUM 14.23% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Atlas Private Wealth Advisors
Atlas Private Wealth Advisors Matawan, New Jersey $462M AUM 14.2% 1-Year Est. Return
Newbridge Financial Services Group
Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Foguth Wealth Management
Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return

Sowell Financial Services's QYLD Position: Q3 2026 in Review

Sowell Financial Services increased its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 5.1% in Q3 2026, buying an estimated $108K and bringing the position to 122,917 shares worth $2.28M. The position accounts for 0.07% of the portfolio, ranked #275.

Sowell Financial Services first reported a position in QYLD in Q2 2018 and has held it in 33 quarters since. The position peaked at $5.54M in Q4 2023. 120 funds tracked by Wall St. Rank hold QYLD as of Q3 2026.

  • Sowell Financial Services held 122,917 shares of Global X NASDAQ-100 Covered Call ETF worth $2.28M as of Q3 2026.
  • Sowell Financial Services bought 5,939 Global X NASDAQ-100 Covered Call ETF shares in Q3 2026, an estimated $108K.
  • Global X NASDAQ-100 Covered Call ETF made up 0.07% of Sowell Financial Services's portfolio in Q3 2026, its #275 holding.
  • Sowell Financial Services first reported a position in Global X NASDAQ-100 Covered Call ETF in Q2 2018 and has held it in 33 quarters since.
  • Sowell Financial Services's Global X NASDAQ-100 Covered Call ETF position peaked at $5.54M in Q4 2023.
  • 120 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q3 2026.

Based on Sowell Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.