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Visionary Wealth Advisors’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Visionary Wealth 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 		$529K Buy
28,730
+953
+3% +$17.1K 0.02% 412
2026
Q1 		$476K Buy
27,777
+3,198
+13% +$56.3K 0.02% 408
2025
Q4 		$434K Buy
24,579
+966
+4% +$16.8K 0.02% 417
2025
Q3 		$402K Buy
23,613
+2,052
+10% +$34.5K 0.02% 433
2025
Q2 		$360K Sell
21,561
-876
-4% -$14.3K 0.02% 425
2025
Q1 		$373K Buy
22,437
+599
+3% +$10.7K 0.02% 393
2024
Q4 		$398K Buy
21,838
+241
+1% +$4.4K 0.02% 389
2024
Q3 		$390K Buy
21,597
+426
+2% +$7.52K 0.02% 386
2024
Q2 		$374K Sell
21,171
-106
-0.5% -$1.87K 0.02% 378
2024
Q1 		$381K Buy
21,277
+297
+1% +$5.26K 0.03% 370
2023
Q4 		$364K Buy
20,980
+130
+0.6% +$2.22K 0.03% 362
2023
Q3 		$350K Buy
20,850
+125
+0.6% +$2.19K 0.03% 347
2023
Q2 		$368K Sell
20,725
-616
-3% -$10.8K 0.03% 334
2023
Q1 		$366K Buy
21,341
+2,515
+13% +$41.9K 0.03% 322
2022
Q4 		$300K Sell
18,826
-650
-3% -$10.5K 0.03% 319
2022
Q3 		$305K Buy
19,476
+1,224
+7% +$21.5K 0.03% 296
2022
Q2 		$319K Buy
18,252
+6,085
+50% +$115K 0.03% 312
2022
Q1 		$255K Buy
12,167
+2,558
+27% +$52.8K 0.02% 362
2021
Q4 		$213K Buy
+9,609
New +$217K 0.02% 353
2021
Q3 		– Sell
-13,410
Closed -$301K – 347
2021
Q2 		$301K Buy
+13,410
New +$300K 0.03% 266

Other funds holding QYLD

GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Visionary Wealth Advisors's QYLD Position: Q2 2026 in Review

Visionary Wealth Advisors increased its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 3.4% in Q2 2026, buying an estimated $17.1K and bringing the position to 28,730 shares worth $529K. The position accounts for 0.02% of the portfolio, ranked #412.

Visionary Wealth Advisors first reported a position in QYLD in Q2 2021 and has held it in 20 quarters since. 430 funds tracked by Wall St. Rank hold QYLD as of Q2 2026.

  • Visionary Wealth Advisors held 28,730 shares of Global X NASDAQ-100 Covered Call ETF worth $529K as of Q2 2026.
  • Visionary Wealth Advisors bought 953 Global X NASDAQ-100 Covered Call ETF shares in Q2 2026, an estimated $17.1K.
  • Global X NASDAQ-100 Covered Call ETF made up 0.02% of Visionary Wealth Advisors's portfolio in Q2 2026, its #412 holding.
  • Visionary Wealth Advisors first reported a position in Global X NASDAQ-100 Covered Call ETF in Q2 2021 and has held it in 20 quarters since.
  • 430 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.