Western Wealth Management’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Western Wealth 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	$750K	Buy	40,697 +1,826	+5%	+$32.7K	0.02%	560
2026 Q1	$667K	Buy	38,871 +4,650	+14%	+$81.8K	0.03%	563
2025 Q4	$605K	Buy	34,221 +4,061	+13%	+$70.7K	0.03%	471
2025 Q3	$513K	Buy	30,160 +2,712	+10%	+$45.5K	0.03%	439
2025 Q2	$459K	Buy	27,448 +8,179	+42%	+$134K	0.03%	431
2025 Q1	$320K	Buy	19,269 +1,200	+7%	+$21.5K	0.02%	513
2024 Q4	$329K	Sell	18,069 -1,539	-8%	-$28.1K	0.02%	498
2024 Q3	$354K	Sell	19,608 -940	-5%	-$16.6K	0.02%	551
2024 Q2	$363K	Sell	20,548 -4,137	-17%	-$73.1K	0.03%	447
2024 Q1	$442K	Buy	24,685 +2,056	+9%	+$36.4K	0.03%	396
2023 Q4	$392K	Sell	22,629 -786	-3%	-$13.4K	0.03%	470
2023 Q3	$393K	Sell	23,415 -535	-2%	-$9.39K	0.03%	439
2023 Q2	$425K	Buy	+23,950	New	+$418K	0.04%	415
2023 Q1	–	Sell	-10,295	Closed	-$164K	–	661
2022 Q4	$164K	Sell	10,295 -10,645	-51%	-$172K	0.02%	580
2022 Q3	$328K	Sell	20,940 -709	-3%	-$12.4K	0.02%	604
2022 Q2	$376K	Sell	21,649 -12,194	-36%	-$230K	0.02%	546
2022 Q1	$710K	Buy	33,843 +10,274	+44%	+$212K	0.03%	419
2021 Q4	$522K	Buy	+23,569	New	+$532K	0.05%	315
2021 Q2	$367K	Buy	16,412 +3,236	+25%	+$72.4K	0.04%	437
2021 Q1	$297K	Buy	13,176 +2,960	+29%	+$67.6K	0.04%	402
2020 Q4	$233K	Sell	10,216 -71	-0.7%	-$1.57K	0.03%	412
2020 Q3	$222K	Sell	10,287 -3,337	-24%	-$72.1K	0.04%	391
2020 Q2	$286K	Buy	13,624 +685	+5%	+$13.9K	0.05%	327
2020 Q1	$250K	Sell	12,939 -1,241	-9%	-$27.6K	0.06%	299
2019 Q4	$335K	Buy	14,180 +33	+0.2%	+$766	0.05%	290
2019 Q3	$319K	Buy	14,147 +680	+5%	+$15.6K	0.07%	278
2019 Q2	$304K	Buy	13,467 +22	+0.2%	+$498	0.04%	304
2019 Q1	$303K	Buy	+13,445	New	+$298K	0.07%	287

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

Western Wealth Management's QYLD Position: Q2 2026 in Review

Western Wealth Management increased its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 4.7% in Q2 2026, buying an estimated $32.7K and bringing the position to 40,697 shares worth $750K. The position accounts for 0.02% of the portfolio, ranked #560.

Western Wealth Management first reported a position in QYLD in Q1 2019 and has held it in 28 quarters since. 429 funds tracked by Wall St. Rank hold QYLD as of Q2 2026.

Western Wealth Management held 40,697 shares of Global X NASDAQ-100 Covered Call ETF worth $750K as of Q2 2026.
Western Wealth Management bought 1,826 Global X NASDAQ-100 Covered Call ETF shares in Q2 2026, an estimated $32.7K.
Global X NASDAQ-100 Covered Call ETF made up 0.02% of Western Wealth Management's portfolio in Q2 2026, its #560 holding.
Western Wealth Management first reported a position in Global X NASDAQ-100 Covered Call ETF in Q1 2019 and has held it in 28 quarters since.
429 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.