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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
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 $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $857M AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Summit Financial's QYLD Position: Q1 2026 in Review

Summit Financial reduced its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 30% in Q1 2026, selling an estimated $951K and leaving 127,969 shares worth $2.19M. The position accounts for 0.03% of the portfolio, ranked #551.

Summit Financial first reported a position in QYLD in Q3 2025 and has held it in 3 quarters since. The position peaked at $4.57M in Q3 2025. 433 funds tracked by Wall St. Rank hold QYLD as of Q1 2026.

  • Summit Financial held 127,969 shares of Global X NASDAQ-100 Covered Call ETF worth $2.19M as of Q1 2026.
  • Summit Financial sold 54,029 Global X NASDAQ-100 Covered Call ETF shares in Q1 2026, an estimated $951K.
  • Global X NASDAQ-100 Covered Call ETF made up 0.03% of Summit Financial's portfolio in Q1 2026, its #551 holding.
  • Summit Financial first reported a position in Global X NASDAQ-100 Covered Call ETF in Q3 2025 and has held it in 3 quarters since.
  • Summit Financial's Global X NASDAQ-100 Covered Call ETF position peaked at $4.57M in Q3 2025.
  • 433 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.