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

AE 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 		$545K Buy
29,586
+14,723
+99% +$264K ﹤0.01% 1181
2026
Q1 		$255K Sell
14,863
-29,505
-67% -$519K ﹤0.01% 1478
2025
Q4 		$784K Buy
44,368
+20,663
+87% +$360K ﹤0.01% 881
2025
Q3 		$403K Buy
23,705
+5,488
+30% +$92.2K ﹤0.01% 1053
2025
Q2 		$305K Sell
18,217
-8,565
-32% -$140K ﹤0.01% 1112
2025
Q1 		$445K Sell
26,782
-56,369
-68% -$1.01M ﹤0.01% 955
2024
Q4 		$1.52M Sell
83,151
-2,229
-3% -$40.7K 0.01% 609
2024
Q3 		$1.54M Buy
85,380
+7,095
+9% +$125K 0.01% 611
2024
Q2 		$1.38M Buy
78,285
+23,251
+42% +$411K 0.01% 625
2024
Q1 		$986K Sell
55,034
-509,454
-90% -$9.03M 0.01% 655
2023
Q4 		$9.99M Buy
564,488
+125,119
+28% +$2.13M 0.05% 393
2023
Q3 		$7.37M Buy
439,369
+62,405
+17% +$1.1M 0.04% 446
2023
Q2 		$6.69M Buy
376,964
+97,186
+35% +$1.7M 0.04% 460
2023
Q1 		$4.8M Sell
279,778
-170,133
-38% -$2.83M 0.03% 520
2022
Q4 		$7.16M Sell
449,911
-454,473
-50% -$7.34M 0.05% 390
2022
Q3 		$14.2M Sell
904,384
-22,961
-2% -$403K 0.11% 192
2022
Q2 		$16.2M Buy
927,345
+144,938
+19% +$2.73M 0.13% 178
2022
Q1 		$16.4M Buy
782,407
+174,651
+29% +$3.61M 0.11% 181
2021
Q4 		$13.5M Buy
607,756
+70,494
+13% +$1.59M 0.09% 213
2021
Q3 		$11.9M Buy
537,262
+238,628
+80% +$5.41M 0.1% 211
2021
Q2 		$6.7M Sell
298,634
-39,575
-12% -$885K 0.06% 301
2021
Q1 		$7.63M Buy
338,209
+123,920
+58% +$2.83M 0.08% 249
2020
Q4 		$4.89M Buy
214,289
+100,780
+89% +$2.23M 0.06% 277
2020
Q3 		$2.45M Buy
113,509
+20,033
+21% +$433K 0.03% 381
2020
Q2 		$1.96M Buy
93,476
+13,974
+18% +$284K 0.03% 418
2020
Q1 		$1.53M Buy
79,502
+53,637
+207% +$1.19M 0.04% 370
2019
Q4 		$611K Buy
25,865
+5,226
+25% +$121K 0.01% 669
2019
Q3 		$466K Buy
20,639
+540
+3% +$12.4K 0.01% 635
2019
Q2 		$458K Buy
+20,099
New +$455K 0.01% 612
2018
Q4 		– Sell
-8,473
Closed -$213K – 575
2018
Q3 		$213K Buy
+8,473
New +$211K 0.01% 543

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

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

AE Wealth Management increased its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 99% in Q2 2026, buying an estimated $264K and bringing the position to 29,586 shares worth $545K. The position accounts for ﹤0.01% of the portfolio, ranked #1181.

AE Wealth Management first reported a position in QYLD in Q3 2018 and has held it in 30 quarters since. The position peaked at $16.4M in Q1 2022. 430 funds tracked by Wall St. Rank hold QYLD as of Q2 2026.

  • AE Wealth Management held 29,586 shares of Global X NASDAQ-100 Covered Call ETF worth $545K as of Q2 2026.
  • AE Wealth Management bought 14,723 Global X NASDAQ-100 Covered Call ETF shares in Q2 2026, an estimated $264K.
  • Global X NASDAQ-100 Covered Call ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1181 holding.
  • AE Wealth Management first reported a position in Global X NASDAQ-100 Covered Call ETF in Q3 2018 and has held it in 30 quarters since.
  • AE Wealth Management's Global X NASDAQ-100 Covered Call ETF position peaked at $16.4M in Q1 2022.
  • 430 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.