WealthShield Partners’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

WealthShield Partners’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	–	Sell	-840	Closed	-$14.4K	–	557
2026 Q1	$14.4K	Sell	840 -400	-32%	-$7.04K	﹤0.01%	518
2025 Q4	$21.9K	Hold	1,240	–	–	﹤0.01%	473
2025 Q3	$21.1K	Hold	1,240	–	–	﹤0.01%	476
2025 Q2	$20.7K	Buy	+1,240	New	+$20.3K	﹤0.01%	469
2024 Q3	–	Sell	-1,240	Closed	-$22.1K	–	503
2024 Q2	$22.1K	Hold	1,240	–	–	﹤0.01%	398
2024 Q1	$22.2K	Hold	1,240	–	–	﹤0.01%	394
2023 Q4	$21.7K	Hold	1,240	–	–	﹤0.01%	405
2023 Q3	$20.8K	Hold	1,240	–	–	﹤0.01%	413
2023 Q2	$22K	Sell	1,240 -114	-8%	-$1.99K	﹤0.01%	417
2023 Q1	$23.2K	Buy	+1,354	New	+$22.6K	﹤0.01%	410
2022 Q2	–	Sell	-12,699	Closed	-$266K	–	323
2022 Q1	$266K	Buy	+12,699	New	+$262K	0.04%	295
2021 Q3	–	Sell	-1,310	Closed	-$29K	–	612
2021 Q2	$29K	Hold	1,310	–	–	﹤0.01%	587
2021 Q1	$30K	Buy	+1,310	New	+$29.9K	0.01%	576

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

WealthShield Partners's QYLD Position: Q2 2026 in Review

WealthShield Partners sold out of Global X NASDAQ-100 Covered Call ETF (QYLD) in Q2 2026, closing a stake of 840 shares — an estimated $14.4K sold.

WealthShield Partners first reported a position in QYLD in Q1 2021 and held it in 13 quarters. The position peaked at $266K in Q1 2022. 431 funds tracked by Wall St. Rank hold QYLD as of Q2 2026.

WealthShield Partners reported no remaining Global X NASDAQ-100 Covered Call ETF position as of Q2 2026 after selling out during the quarter.
WealthShield Partners sold 840 Global X NASDAQ-100 Covered Call ETF shares in Q2 2026, an estimated $14.4K.
WealthShield Partners first reported a position in Global X NASDAQ-100 Covered Call ETF in Q1 2021 and held it in 13 quarters.
WealthShield Partners's Global X NASDAQ-100 Covered Call ETF position peaked at $266K in Q1 2022.
431 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.