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

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

TLWM Financial's QYLD Position: Q2 2026 in Review

TLWM Financial increased its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 14% in Q2 2026, buying an estimated $129K and bringing the position to 59,053 shares worth $1.09M. The position accounts for 0.18% of the portfolio, ranked #40.

TLWM Financial first reported a position in QYLD in Q1 2024 and has held it in 10 quarters since. 430 funds tracked by Wall St. Rank hold QYLD as of Q2 2026.

TLWM Financial held 59,053 shares of Global X NASDAQ-100 Covered Call ETF worth $1.09M as of Q2 2026.
TLWM Financial bought 7,211 Global X NASDAQ-100 Covered Call ETF shares in Q2 2026, an estimated $129K.
Global X NASDAQ-100 Covered Call ETF made up 0.18% of TLWM Financial's portfolio in Q2 2026, its #40 holding.
TLWM Financial first reported a position in Global X NASDAQ-100 Covered Call ETF in Q1 2024 and has held it in 10 quarters since.
430 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q2 2026.

Based on TLWM Financial's 13F filing for Q2 2026, filed 7 Jul 2026.