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

Transamerica Financial Advisors’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	$857	Hold	46	–	–	﹤0.01%	1537
2026 Q1	$798	Buy	46 +42	+1,050%	+$739	﹤0.01%	1383
2025 Q4	$63	Hold	4	–	–	﹤0.01%	1741
2025 Q3	$60	Hold	4	–	–	﹤0.01%	1564
2025 Q2	$60	Hold	4	–	–	﹤0.01%	536
2025 Q1	$1K	Hold	4	–	–	﹤0.01%	531
2024 Q4	$1K	Hold	4	–	–	﹤0.01%	526
2024 Q3	$1K	Hold	4	–	–	﹤0.01%	531
2024 Q2	$1K	Hold	4	–	–	﹤0.01%	502
2024 Q1	$1K	Hold	4	–	–	﹤0.01%	547
2023 Q4	$1K	Hold	4	–	–	﹤0.01%	551
2023 Q3	$1K	Hold	4	–	–	﹤0.01%	572
2023 Q2	$1K	Hold	4	–	–	﹤0.01%	545
2023 Q1	$1K	Hold	4	–	–	﹤0.01%	527
2022 Q4	$1K	Hold	4	–	–	﹤0.01%	608
2022 Q3	$1K	Hold	4	–	–	﹤0.01%	573
2022 Q2	$1K	Buy	+4	New	+$75	﹤0.01%	584
2020 Q3	–	Sell	-24	Closed	-$1K	–	411
2020 Q2	$1K	Buy	+24	New	+$487	﹤0.01%	465
2019 Q3	–	Sell	-19,122	Closed	-$436K	–	426
2019 Q2	$436K	Buy	+19,122	New	+$433K	0.09%	124
2019 Q1	–	Sell	-21,247	Closed	-$453K	–	379
2018 Q4	$453K	Buy	+21,247	New	+$494K	0.12%	110

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

Transamerica Financial Advisors's QYLD Position: Q2 2026 in Review

Transamerica Financial Advisors held its Global X NASDAQ-100 Covered Call ETF (QYLD) position steady in Q2 2026 at 46 shares worth $857. The position accounts for ﹤0.01% of the portfolio, ranked #1537.

Transamerica Financial Advisors first reported a position in QYLD in Q4 2018 and has held it in 20 quarters since. The position peaked at $453K in Q4 2018. 429 funds tracked by Wall St. Rank hold QYLD as of Q2 2026.

Transamerica Financial Advisors held 46 shares of Global X NASDAQ-100 Covered Call ETF worth $857 as of Q2 2026.
Transamerica Financial Advisors left its Global X NASDAQ-100 Covered Call ETF share count unchanged in Q2 2026.
Global X NASDAQ-100 Covered Call ETF made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1537 holding.
Transamerica Financial Advisors first reported a position in Global X NASDAQ-100 Covered Call ETF in Q4 2018 and has held it in 20 quarters since.
Transamerica Financial Advisors's Global X NASDAQ-100 Covered Call ETF position peaked at $453K in Q4 2018.
429 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.