Cerity Partners
QYLD icon

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

Cerity 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 		$9.32M Buy
505,731
+215,325
+74% +$3.86M 0.01% 805
2026
Q1 		$4.98M Buy
290,406
+2,969
+1% +$52.2K 0.01% 1015
2025
Q4 		$5.07M Sell
287,437
-44,413
-13% -$773K 0.01% 914
2025
Q3 		$5.69M Buy
331,850
+4,975
+2% +$83.6K 0.01% 798
2025
Q2 		$5.46M Buy
326,875
+212,857
+187% +$3.48M 0.01% 764
2025
Q1 		$1.9M Sell
114,018
-2,648
-2% -$47.5K ﹤0.01% 1154
2024
Q4 		$2.13M Buy
116,666
+27,885
+31% +$509K ﹤0.01% 1080
2024
Q3 		$1.6M Sell
88,781
-16,007
-15% -$283K ﹤0.01% 1189
2024
Q2 		$1.85M Buy
104,788
+9,977
+11% +$176K ﹤0.01% 944
2024
Q1 		$1.7M Sell
94,811
-2,239
-2% -$39.7K ﹤0.01% 1052
2023
Q4 		$1.68M Buy
+97,050
New +$1.65M 0.01% 811

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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cerity Partners's QYLD Position: Q2 2026 in Review

Cerity Partners increased its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 74% in Q2 2026, buying an estimated $3.86M and bringing the position to 505,731 shares worth $9.32M. The position accounts for 0.01% of the portfolio, ranked #805.

Cerity Partners first reported a position in QYLD in Q4 2023 and has held it in 11 quarters since. 410 funds tracked by Wall St. Rank hold QYLD as of Q2 2026.

  • Cerity Partners held 505,731 shares of Global X NASDAQ-100 Covered Call ETF worth $9.32M as of Q2 2026.
  • Cerity Partners bought 215,325 Global X NASDAQ-100 Covered Call ETF shares in Q2 2026, an estimated $3.86M.
  • Global X NASDAQ-100 Covered Call ETF made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #805 holding.
  • Cerity Partners first reported a position in Global X NASDAQ-100 Covered Call ETF in Q4 2023 and has held it in 11 quarters since.
  • 410 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.