TF
QYLD icon

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

TLWM 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 		$1.09M Buy
59,053
+7,211
+14% +$129K 0.18% 40
2026
Q1 		$889K Buy
51,842
+10,687
+26% +$188K 0.16% 42
2025
Q4 		$727K Buy
41,155
+431
+1% +$7.5K 0.13% 51
2025
Q3 		$693K Buy
40,724
+3,549
+10% +$59.6K 0.12% 54
2025
Q2 		$622K Buy
37,175
+2,735
+8% +$44.7K 0.12% 53
2025
Q1 		$573K Buy
34,440
+6,015
+21% +$108K 0.11% 58
2024
Q4 		$518K Buy
28,425
+5,305
+23% +$96.9K 0.1% 65
2024
Q3 		$417K Buy
23,120
+1,908
+9% +$33.7K 0.08% 67
2024
Q2 		$375K Buy
21,212
+10,154
+92% +$179K 0.08% 67
2024
Q1 		$198K Buy
+11,058
New +$196K 0.04% 72
2023
Q4 		– Hold
0
– – – 71
2023
Q3 		– Hold
0
– – – 71
2023
Q2 		– Hold
0
– – – 70

Other funds holding QYLD

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
RFN
RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return
AMG
APS Management Group Torrance, California $130M AUM 17.26% 1-Year Est. Return
KCFA
Key Client Fiduciary Advisors Fairfield, New Jersey $343M AUM 35.3% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return