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

Tompkins 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
Q3 		$9.72K Hold
524
– – ﹤0.01% 471
2026
Q2 		$9.66K Hold
524
– – ﹤0.01% 456
2026
Q1 		$8.99K Hold
524
– – ﹤0.01% 462
2025
Q4 		$9.26K Buy
+524
New +$9.12K ﹤0.01% 453

Other funds holding QYLD

SIM
Sims Investment Management Cincinnati, Ohio $320M AUM 14.23% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
NFSG
Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
RFN
RDA Financial Network Akron, Iowa $459M AUM 19.8% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
UIA
Ulland Investment Advisors Minneapolis, Minnesota $142M AUM 22.97% 1-Year Est. Return
AMG
APS Management Group Torrance, California $139M AUM 6.66% 1-Year Est. Return

Tompkins Financial's QYLD Position: Q3 2026 in Review

Tompkins Financial held its Global X NASDAQ-100 Covered Call ETF (QYLD) position steady in Q3 2026 at 524 shares worth $9.72K. The position accounts for ﹤0.01% of the portfolio, ranked #471.

Tompkins Financial first reported a position in QYLD in Q4 2025 and has held it in 4 quarters since. 59 funds tracked by Wall St. Rank hold QYLD as of Q3 2026.

  • Tompkins Financial held 524 shares of Global X NASDAQ-100 Covered Call ETF worth $9.72K as of Q3 2026.
  • Tompkins Financial left its Global X NASDAQ-100 Covered Call ETF share count unchanged in Q3 2026.
  • Global X NASDAQ-100 Covered Call ETF made up ﹤0.01% of Tompkins Financial's portfolio in Q3 2026, its #471 holding.
  • Tompkins Financial first reported a position in Global X NASDAQ-100 Covered Call ETF in Q4 2025 and has held it in 4 quarters since.
  • 59 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q3 2026.

Based on Tompkins Financial's 13F filing for Q3 2026, filed 5 Oct 2026.