Triumph Capital Management’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Triumph Capital Management’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	$1.25M	Buy	67,897 +4,917	+8%	+$88.1K	0.23%	105
2026 Q1	$1.08M	Buy	62,980 +1,474	+2%	+$25.9K	0.22%	104
2025 Q4	$1.09M	Sell	61,506 -461	-0.7%	-$8.02K	0.23%	94
2025 Q3	$1.05M	Buy	61,967 +4,647	+8%	+$78K	0.28%	84
2025 Q2	$958K	Buy	57,320 +31,100	+119%	+$508K	0.29%	81
2025 Q1	$436K	Buy	+26,220	New	+$470K	0.15%	169
2024 Q4	–	Sell	-10,603	Closed	-$191K	–	291
2024 Q3	$191K	Sell	10,603 -34,976	-77%	-$618K	0.07%	255
2024 Q2	$813K	Sell	45,579 -71,455	-61%	-$1.26M	0.32%	74
2024 Q1	$2.1M	Buy	117,034 +395	+0.3%	+$7K	0.86%	28
2023 Q4	$2.04M	Buy	116,639 +5,260	+5%	+$89.6K	0.87%	25
2023 Q3	$1.87M	Buy	+111,379	New	+$1.95M	0.85%	27
2023 Q2	–	Sell	-25,571	Closed	-$439K	–	244
2023 Q1	$439K	Buy	+25,571	New	+$426K	0.22%	86

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

Triumph Capital Management's QYLD Position: Q2 2026 in Review

Triumph Capital Management increased its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 7.8% in Q2 2026, buying an estimated $88.1K and bringing the position to 67,897 shares worth $1.25M. The position accounts for 0.23% of the portfolio, ranked #105.

Triumph Capital Management first reported a position in QYLD in Q1 2023 and has held it in 12 quarters since. The position peaked at $2.1M in Q1 2024. 431 funds tracked by Wall St. Rank hold QYLD as of Q2 2026.

Triumph Capital Management held 67,897 shares of Global X NASDAQ-100 Covered Call ETF worth $1.25M as of Q2 2026.
Triumph Capital Management bought 4,917 Global X NASDAQ-100 Covered Call ETF shares in Q2 2026, an estimated $88.1K.
Global X NASDAQ-100 Covered Call ETF made up 0.23% of Triumph Capital Management's portfolio in Q2 2026, its #105 holding.
Triumph Capital Management first reported a position in Global X NASDAQ-100 Covered Call ETF in Q1 2023 and has held it in 12 quarters since.
Triumph Capital Management's Global X NASDAQ-100 Covered Call ETF position peaked at $2.1M in Q1 2024.
431 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.