Corient Private Wealth
QYLD icon

Corient Private Wealth’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Corient Private Wealth’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 		$436K Sell
23,658
-17,463
-42% -$313K ﹤0.01% 2326
2026
Q1 		$651K Buy
41,121
+1,935
+5% +$34.1K ﹤0.01% 1888
2025
Q4 		$692K Buy
39,186
+13,149
+51% +$229K ﹤0.01% 1697
2025
Q3 		$446K Sell
26,037
-124,687
-83% -$2.09M ﹤0.01% 1864
2025
Q2 		$2.52M Buy
150,724
+116,465
+340% +$1.9M ﹤0.01% 935
2025
Q1 		$570K Sell
34,259
-157,535
-82% -$2.83M ﹤0.01% 1539
2024
Q4 		$640K Buy
191,794
+15,928
+9% +$291K ﹤0.01% 1502
2024
Q3 		$3.17M Buy
175,866
+23,859
+16% +$421K 0.01% 907
2024
Q2 		$2.69M Sell
152,007
-15,710
-9% -$277K ﹤0.01% 904
2024
Q1 		$3M Buy
167,717
+59,242
+55% +$1.05M 0.01% 852
2023
Q4 		$1.88M Buy
108,475
+27,426
+34% +$467K ﹤0.01% 1032
2023
Q3 		$1.36M Buy
81,049
+8,434
+12% +$148K ﹤0.01% 1075
2023
Q2 		$1.29M Sell
72,615
-3,650
-5% -$63.7K ﹤0.01% 1064
2023
Q1 		$1.31M Buy
76,265
+13,756
+22% +$229K ﹤0.01% 990
2022
Q4 		$994K Buy
+62,509
New +$1.01M ﹤0.01% 919

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

Corient Private Wealth's QYLD Position: Q2 2026 in Review

Corient Private Wealth reduced its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 42% in Q2 2026, selling an estimated $313K and leaving 23,658 shares worth $436K. The position accounts for ﹤0.01% of the portfolio, ranked #2326.

Corient Private Wealth first reported a position in QYLD in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.17M in Q3 2024. 430 funds tracked by Wall St. Rank hold QYLD as of Q2 2026.

  • Corient Private Wealth held 23,658 shares of Global X NASDAQ-100 Covered Call ETF worth $436K as of Q2 2026.
  • Corient Private Wealth sold 17,463 Global X NASDAQ-100 Covered Call ETF shares in Q2 2026, an estimated $313K.
  • Global X NASDAQ-100 Covered Call ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2326 holding.
  • Corient Private Wealth first reported a position in Global X NASDAQ-100 Covered Call ETF in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's Global X NASDAQ-100 Covered Call ETF position peaked at $3.17M in Q3 2024.
  • 430 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.