World Equity Group
QYLD icon

World Equity Group’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

World Equity 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
Q3 		$899K Buy
48,438
+6,954
+17% +$126K 0.37% 59
2026
Q2 		$765K Buy
41,484
+6,465
+18% +$116K 0.17% 136
2026
Q1 		$601K Buy
35,019
+6,365
+22% +$112K 0.16% 162
2025
Q4 		$506K Sell
28,654
-339
-1% -$5.9K 0.14% 165
2025
Q3 		$493K Buy
28,993
+1,455
+5% +$24.4K 0.11% 183
2025
Q2 		$460K Buy
27,538
+4,235
+18% +$69.2K 0.13% 169
2025
Q1 		$393K Buy
23,303
+5,890
+34% +$106K 0.11% 185
2024
Q4 		$317K Buy
17,413
+4,797
+38% +$87.6K 0.07% 256
2024
Q3 		$228K Buy
+12,616
New +$223K 0.08% 228
2024
Q1 		– Sell
-14,982
Closed -$260K – 356
2023
Q4 		$260K Sell
14,982
-903
-6% -$15.4K 0.05% 274
2023
Q3 		$266K Buy
15,885
+146
+0.9% +$2.56K 0.06% 280
2023
Q2 		$279K Buy
+15,739
New +$275K 0.08% 250
2023
Q1 		– Sell
-18,016
Closed -$287K – 570
2022
Q4 		$287K Buy
18,016
+313
+2% +$5.06K 0.07% 260
2022
Q3 		$277K Buy
17,703
+155
+0.9% +$2.72K 0.07% 256
2022
Q2 		$307K Sell
17,548
-1,498
-8% -$28.2K 0.08% 248
2022
Q1 		$399K Buy
+19,046
New +$393K 0.09% 242

Other funds holding QYLD

Global X Japan
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.46B AUM 38.43% 1-Year Est. Return
Sims Investment Management
Sims Investment Management Cincinnati, Ohio $320M AUM 14.23% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Newbridge Financial Services Group
Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Foguth Wealth Management
Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

World Equity Group's QYLD Position: Q3 2026 in Review

World Equity Group increased its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 17% in Q3 2026, buying an estimated $126K and bringing the position to 48,438 shares worth $899K. The position accounts for 0.37% of the portfolio, ranked #59.

World Equity Group first reported a position in QYLD in Q1 2022 and has held it in 16 quarters since. 101 funds tracked by Wall St. Rank hold QYLD as of Q3 2026.

  • World Equity Group held 48,438 shares of Global X NASDAQ-100 Covered Call ETF worth $899K as of Q3 2026.
  • World Equity Group bought 6,954 Global X NASDAQ-100 Covered Call ETF shares in Q3 2026, an estimated $126K.
  • Global X NASDAQ-100 Covered Call ETF made up 0.37% of World Equity Group's portfolio in Q3 2026, its #59 holding.
  • World Equity Group first reported a position in Global X NASDAQ-100 Covered Call ETF in Q1 2022 and has held it in 16 quarters since.
  • 101 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q3 2026.

Based on World Equity Group's 13F filing for Q3 2026, filed 14 Oct 2026.