Synergy Investment Management’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Synergy Investment Management’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	$546K	Buy	29,639 +1,659	+6%	+$29.7K	0.13%	92
2026 Q1	$480K	Buy	27,980 +1,637	+6%	+$28.8K	0.16%	80
2025 Q4	$465K	Buy	26,343 +8,752	+50%	+$152K	0.16%	81
2025 Q3	$299K	Buy	+17,591	New	+$295K	0.11%	104
2025 Q2	–	Sell	-14,751	Closed	-$245K	–	444
2025 Q1	$245K	Buy	14,751 +1,432	+11%	+$25.7K	0.1%	109
2024 Q4	$243K	Buy	+13,319	New	+$243K	0.1%	101

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

Synergy Investment Management's QYLD Position: Q2 2026 in Review

Synergy Investment Management increased its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 5.9% in Q2 2026, buying an estimated $29.7K and bringing the position to 29,639 shares worth $546K. The position accounts for 0.13% of the portfolio, ranked #92.

Synergy Investment Management first reported a position in QYLD in Q4 2024 and has held it in 6 quarters since. 430 funds tracked by Wall St. Rank hold QYLD as of Q2 2026.

Synergy Investment Management held 29,639 shares of Global X NASDAQ-100 Covered Call ETF worth $546K as of Q2 2026.
Synergy Investment Management bought 1,659 Global X NASDAQ-100 Covered Call ETF shares in Q2 2026, an estimated $29.7K.
Global X NASDAQ-100 Covered Call ETF made up 0.13% of Synergy Investment Management's portfolio in Q2 2026, its #92 holding.
Synergy Investment Management first reported a position in Global X NASDAQ-100 Covered Call ETF in Q4 2024 and has held it in 6 quarters since.
430 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.