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Sunbelt Securities’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Sunbelt Securities’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
2021
Q2 		– Sell
-9,721
Closed -$219K – 461
2021
Q1 		$219K Buy
+9,721
New +$222K 0.04% 379

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 $879M AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Sunbelt Securities's QYLD Position: Q1 2026 in Review

Sunbelt Securities reduced its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 4.4% in Q1 2026, selling an estimated $30K and leaving 36,882 shares worth $633K. The position accounts for 0.04% of the portfolio, ranked #352.

Sunbelt Securities first reported a position in QYLD in Q3 2018 and has held it in 30 quarters since. The position peaked at $1.03M in Q4 2019. 434 funds tracked by Wall St. Rank hold QYLD as of Q1 2026.

  • Sunbelt Securities held 36,882 shares of Global X NASDAQ-100 Covered Call ETF worth $633K as of Q1 2026.
  • Sunbelt Securities sold 1,706 Global X NASDAQ-100 Covered Call ETF shares in Q1 2026, an estimated $30K.
  • Global X NASDAQ-100 Covered Call ETF made up 0.04% of Sunbelt Securities's portfolio in Q1 2026, its #352 holding.
  • Sunbelt Securities first reported a position in Global X NASDAQ-100 Covered Call ETF in Q3 2018 and has held it in 30 quarters since.
  • Sunbelt Securities's Global X NASDAQ-100 Covered Call ETF position peaked at $1.03M in Q4 2019.
  • 434 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.