TF
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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
2023
Q4 		– Sell
-131,200
Closed -$22K – 70
2023
Q3 		$22K Buy
131,200
+75,000
+133% +$1.32M 0.01% 69
2023
Q2 		$9.98K Buy
+56,200
New +$981K ﹤0.01% 67

Other funds holding QYLD

GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return
SIM
Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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. 210 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.
  • 210 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.