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

Axis Wealth 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	$221K	Hold	12,000	–	–	0.11%	170
2026 Q1	$206K	Sell	12,000 -41	-0.3%	-$722	0.11%	170
2025 Q4	$213K	Buy	12,041 +3	+0%	+$52	0.12%	159
2025 Q3	$205K	Hold	12,038	–	–	0.12%	156
2025 Q2	$201K	Buy	+12,038	New	+$197K	0.13%	146

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

Axis Wealth Partners's QYLD Position: Q2 2026 in Review

Axis Wealth Partners held its Global X NASDAQ-100 Covered Call ETF (QYLD) position steady in Q2 2026 at 12,000 shares worth $221K. The position accounts for 0.11% of the portfolio, ranked #170.

Axis Wealth Partners first reported a position in QYLD in Q2 2025 and has held it in 5 quarters since. 430 funds tracked by Wall St. Rank hold QYLD as of Q2 2026.

Axis Wealth Partners held 12,000 shares of Global X NASDAQ-100 Covered Call ETF worth $221K as of Q2 2026.
Axis Wealth Partners left its Global X NASDAQ-100 Covered Call ETF share count unchanged in Q2 2026.
Global X NASDAQ-100 Covered Call ETF made up 0.11% of Axis Wealth Partners's portfolio in Q2 2026, its #170 holding.
Axis Wealth Partners first reported a position in Global X NASDAQ-100 Covered Call ETF in Q2 2025 and has held it in 5 quarters since.
430 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q2 2026.

Based on Axis Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.