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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
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% +$9.96K 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

GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
RFN
RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return
SWP
Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return
IWN
Independent Wealth Network Urbandale, Iowa $393M AUM 30.08% 1-Year Est. Return
AMG
APS Management Group Torrance, California $130M AUM 17.26% 1-Year Est. Return

Sowell Financial Services's QYLD Position: Q2 2026 in Review

Sowell Financial Services increased its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 1.3% in Q2 2026, buying an estimated $26.5K and bringing the position to 116,978 shares worth $2.16M. The position accounts for 0.07% of the portfolio, ranked #297.

Sowell Financial Services first reported a position in QYLD in Q2 2018 and has held it in 32 quarters since. The position peaked at $5.54M in Q4 2023. 85 funds tracked by Wall St. Rank hold QYLD as of Q2 2026.

  • Sowell Financial Services held 116,978 shares of Global X NASDAQ-100 Covered Call ETF worth $2.16M as of Q2 2026.
  • Sowell Financial Services bought 1,482 Global X NASDAQ-100 Covered Call ETF shares in Q2 2026, an estimated $26.5K.
  • Global X NASDAQ-100 Covered Call ETF made up 0.07% of Sowell Financial Services's portfolio in Q2 2026, its #297 holding.
  • Sowell Financial Services first reported a position in Global X NASDAQ-100 Covered Call ETF in Q2 2018 and has held it in 32 quarters since.
  • Sowell Financial Services's Global X NASDAQ-100 Covered Call ETF position peaked at $5.54M in Q4 2023.
  • 85 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.