United Advisor Group’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

United Advisor Group’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	$309K	Buy	16,763 +263	+2%	+$4.71K	0.03%	418
2026 Q1	$283K	Sell	16,500 -301	-2%	-$5.3K	0.03%	406
2025 Q4	$297K	Sell	16,801 -417	-2%	-$7.26K	0.04%	378
2025 Q3	$293K	Sell	17,218 -277	-2%	-$4.65K	0.04%	361
2025 Q2	$293K	Sell	17,495 -9,910	-36%	-$162K	0.05%	316
2025 Q1	$456K	Sell	27,405 -5,002	-15%	-$89.7K	0.09%	198
2024 Q4	$590K	Buy	32,407 +504	+2%	+$9.2K	0.12%	177
2024 Q3	$576K	Buy	31,903 +5,875	+23%	+$104K	0.13%	163
2024 Q2	$460K	Buy	+26,028	New	+$460K	0.14%	140

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

United Advisor Group's QYLD Position: Q2 2026 in Review

United Advisor Group increased its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 1.6% in Q2 2026, buying an estimated $4.71K and bringing the position to 16,763 shares worth $309K. The position accounts for 0.03% of the portfolio, ranked #418.

United Advisor Group first reported a position in QYLD in Q2 2024 and has held it in 9 quarters since. The position peaked at $590K in Q4 2024. 430 funds tracked by Wall St. Rank hold QYLD as of Q2 2026.

United Advisor Group held 16,763 shares of Global X NASDAQ-100 Covered Call ETF worth $309K as of Q2 2026.
United Advisor Group bought 263 Global X NASDAQ-100 Covered Call ETF shares in Q2 2026, an estimated $4.71K.
Global X NASDAQ-100 Covered Call ETF made up 0.03% of United Advisor Group's portfolio in Q2 2026, its #418 holding.
United Advisor Group first reported a position in Global X NASDAQ-100 Covered Call ETF in Q2 2024 and has held it in 9 quarters since.
United Advisor Group's Global X NASDAQ-100 Covered Call ETF position peaked at $590K in Q4 2024.
430 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.