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

Summit Financial’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 		$1.15M Sell
62,380
-65,589
-51% -$1.17M 0.01% 800
2026
Q1 		$2.19M Sell
127,969
-54,029
-30% -$951K 0.03% 551
2025
Q4 		$3.22M Sell
181,998
-86,641
-32% -$1.51M 0.05% 363
2025
Q3 		$4.57M Buy
+268,639
New +$4.51M 0.07% 278

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 $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Summit Financial's QYLD Position: Q2 2026 in Review

Summit Financial reduced its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 51% in Q2 2026, selling an estimated $1.17M and leaving 62,380 shares worth $1.15M. The position accounts for 0.01% of the portfolio, ranked #800.

Summit Financial first reported a position in QYLD in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.57M in Q3 2025. 431 funds tracked by Wall St. Rank hold QYLD as of Q2 2026.

  • Summit Financial held 62,380 shares of Global X NASDAQ-100 Covered Call ETF worth $1.15M as of Q2 2026.
  • Summit Financial sold 65,589 Global X NASDAQ-100 Covered Call ETF shares in Q2 2026, an estimated $1.17M.
  • Global X NASDAQ-100 Covered Call ETF made up 0.01% of Summit Financial's portfolio in Q2 2026, its #800 holding.
  • Summit Financial first reported a position in Global X NASDAQ-100 Covered Call ETF in Q3 2025 and has held it in 4 quarters since.
  • Summit Financial's Global X NASDAQ-100 Covered Call ETF position peaked at $4.57M in Q3 2025.
  • 431 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.