BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s Global X Nasdaq 100 Covered Call & Growth ETF QYLG Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s Portfolio QYLG Stock Details QYLG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.15M	Sell	37,914 -6,129	-14%	-$177K	0.15%	124
2026 Q1	$1.14M	Buy	44,043 +1,113	+3%	+$30.1K	0.15%	125
2025 Q4	$1.17M	Buy	42,930 +21	+0%	+$626	0.15%	115
2025 Q3	$1.26M	Sell	42,909 -1,987	-4%	-$56.5K	0.18%	101
2025 Q2	$1.25M	Buy	44,896 +2,038	+5%	+$53.3K	0.2%	93
2025 Q1	$1.1M	Buy	42,858 +2,935	+7%	+$81.5K	0.18%	98
2024 Q4	$1.12M	Buy	39,923 +1,204	+3%	+$39.4K	0.19%	98
2024 Q3	$1.24M	Buy	+38,719	New	+$1.21M	0.2%	98

Other funds holding QYLG

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BPI

BFC Planning, Inc. Cedar Rapids, Iowa $2.46B AUM 38.2% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Cannon Wealth Management Services Winston Salem, North Carolina $183M AUM 18.59% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s QYLG Position: Q2 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. reduced its Global X Nasdaq 100 Covered Call & Growth ETF (QYLG) stake by 14% in Q2 2026, selling an estimated $177K and leaving 37,914 shares worth $1.15M. The position accounts for 0.15% of the portfolio, ranked #124.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in QYLG in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.26M in Q3 2025. 35 funds tracked by Wall St. Rank hold QYLG as of Q2 2026.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. held 37,914 shares of Global X Nasdaq 100 Covered Call & Growth ETF worth $1.15M as of Q2 2026.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold 6,129 Global X Nasdaq 100 Covered Call & Growth ETF shares in Q2 2026, an estimated $177K.
Global X Nasdaq 100 Covered Call & Growth ETF made up 0.15% of BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s portfolio in Q2 2026, its #124 holding.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in Global X Nasdaq 100 Covered Call & Growth ETF in Q3 2024 and has held it in 8 quarters since.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s Global X Nasdaq 100 Covered Call & Growth ETF position peaked at $1.26M in Q3 2025.
35 funds tracked by Wall St. Rank held Global X Nasdaq 100 Covered Call & Growth ETF as of Q2 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q2 2026, filed 30 Oct 2026.