Ulland Investment Advisors’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Ulland Investment 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	$1.54M	Buy	83,527 +13,500	+19%	+$242K	1.14%	22
2026 Q1	$1.2M	Sell	70,027 -800	-1%	-$14.1K	1.03%	23
2025 Q4	$1.25M	Sell	70,827 -2,102	-3%	-$36.6K	1%	23
2025 Q3	$1.24M	Buy	72,929 +469	+0.6%	+$7.88K	0.93%	25
2025 Q2	$1.21M	Buy	72,460 +27,160	+60%	+$444K	0.93%	26
2025 Q1	$753K	Buy	45,300 +39,650	+702%	+$711K	0.63%	32
2024 Q4	$103K	Hold	5,650	–	–	0.07%	81
2024 Q3	$102K	Sell	5,650 -1,850	-25%	-$32.7K	0.07%	79
2024 Q2	$133K	Sell	7,500 -350	-4%	-$6.18K	0.09%	74
2024 Q1	$141K	Buy	7,850 +4,550	+138%	+$80.7K	0.11%	71
2023 Q4	$57K	Buy	+3,300	New	+$56.2K	0.06%	97

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

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

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

BWG

Beta Wealth Group San Diego, California $267M AUM 18.9% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

Ulland Investment Advisors's QYLD Position: Q2 2026 in Review

Ulland Investment Advisors increased its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 19% in Q2 2026, buying an estimated $242K and bringing the position to 83,527 shares worth $1.54M. The position accounts for 1.14% of the portfolio, ranked #22.

Ulland Investment Advisors first reported a position in QYLD in Q4 2023 and has held it in 11 quarters since. 132 funds tracked by Wall St. Rank hold QYLD as of Q2 2026.

Ulland Investment Advisors held 83,527 shares of Global X NASDAQ-100 Covered Call ETF worth $1.54M as of Q2 2026.
Ulland Investment Advisors bought 13,500 Global X NASDAQ-100 Covered Call ETF shares in Q2 2026, an estimated $242K.
Global X NASDAQ-100 Covered Call ETF made up 1.14% of Ulland Investment Advisors's portfolio in Q2 2026, its #22 holding.
Ulland Investment Advisors first reported a position in Global X NASDAQ-100 Covered Call ETF in Q4 2023 and has held it in 11 quarters since.
132 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q2 2026.

Based on Ulland Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.