Steward Partners Investment Advisory’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Steward Partners Investment Advisory’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	$8.13M	Buy	441,065 +222,963	+102%	+$3.99M	0.04%	403
2026 Q1	$3.74M	Sell	218,102 -2,907	-1%	-$51.2K	0.02%	620
2025 Q4	$3.91M	Buy	221,009 +9,548	+5%	+$166K	0.02%	552
2025 Q3	$3.6M	Buy	211,461 +39,601	+23%	+$665K	0.02%	570
2025 Q2	$2.87M	Buy	171,860 +108	+0.1%	+$1.76K	0.02%	585
2025 Q1	$2.86M	Buy	171,752 +11,798	+7%	+$212K	0.03%	543
2024 Q4	$2.91M	Buy	159,954 +4,814	+3%	+$87.9K	0.03%	524
2024 Q3	$2.8M	Sell	155,140 -1,313	-0.8%	-$23.2K	0.03%	521
2024 Q2	$2.76M	Buy	156,453 +4,644	+3%	+$82K	0.03%	493
2024 Q1	$2.72M	Buy	151,809 +98,712	+186%	+$1.75M	0.03%	487
2023 Q4	$921K	Sell	53,097 -664	-1%	-$11.3K	0.01%	766
2023 Q3	$902K	Buy	53,761 +4,282	+9%	+$75.1K	0.01%	714
2023 Q2	$878K	Buy	49,479 +190	+0.4%	+$3.32K	0.01%	731
2023 Q1	$845K	Buy	49,289 +1,416	+3%	+$23.6K	0.01%	750
2022 Q4	$762K	Sell	47,873 -5,687	-11%	-$91.9K	0.01%	759
2022 Q3	$839K	Buy	53,560 +357	+0.7%	+$6.26K	0.02%	675
2022 Q2	$929K	Buy	53,203 +6,331	+14%	+$119K	0.02%	652
2022 Q1	$983K	Buy	46,872 +10,128	+28%	+$209K	0.02%	688
2021 Q4	$815K	Buy	36,744 +895	+2%	+$20.2K	0.01%	767
2021 Q3	$791K	Buy	35,849 +2,792	+8%	+$63.3K	0.01%	737
2021 Q2	$741K	Sell	33,057 -172	-0.5%	-$3.85K	0.01%	787
2021 Q1	$750K	Sell	33,229 -1,385	-4%	-$31.6K	0.01%	744
2020 Q4	$789K	Sell	34,614 -264	-0.8%	-$5.84K	0.02%	641
2020 Q3	$752K	Buy	34,878 +717	+2%	+$15.5K	0.02%	565
2020 Q2	$717K	Buy	34,161 +758	+2%	+$15.4K	0.02%	540
2020 Q1	$643K	Buy	33,403 +32,203	+2,684%	+$717K	0.02%	499
2019 Q4	$28K	Hold	1,200	–	–	﹤0.01%	1649
2019 Q3	$27K	Hold	1,200	–	–	﹤0.01%	1621
2019 Q2	$27K	Buy	+1,200	New	+$27.2K	﹤0.01%	1590

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

Steward Partners Investment Advisory's QYLD Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 102% in Q2 2026, buying an estimated $3.99M and bringing the position to 441,065 shares worth $8.13M. The position accounts for 0.04% of the portfolio, ranked #403.

Steward Partners Investment Advisory first reported a position in QYLD in Q2 2019 and has held it in 29 quarters since. 431 funds tracked by Wall St. Rank hold QYLD as of Q2 2026.

Steward Partners Investment Advisory held 441,065 shares of Global X NASDAQ-100 Covered Call ETF worth $8.13M as of Q2 2026.
Steward Partners Investment Advisory bought 222,963 Global X NASDAQ-100 Covered Call ETF shares in Q2 2026, an estimated $3.99M.
Global X NASDAQ-100 Covered Call ETF made up 0.04% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #403 holding.
Steward Partners Investment Advisory first reported a position in Global X NASDAQ-100 Covered Call ETF in Q2 2019 and has held it in 29 quarters since.
431 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.