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

E-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 		$706K Buy
38,307
+1,142
+3% +$20.4K 0.51% 28
2026
Q1 		$637K Buy
37,165
+1,098
+3% +$19.3K 0.51% 25
2025
Q4 		$637K Buy
+36,067
New +$628K 0.54% 27

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

E-Wealth Partners's QYLD Position: Q2 2026 in Review

E-Wealth Partners increased its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 3.1% in Q2 2026, buying an estimated $20.4K and bringing the position to 38,307 shares worth $706K. The position accounts for 0.51% of the portfolio, ranked #28.

E-Wealth Partners first reported a position in QYLD in Q4 2025 and has held it in 3 quarters since. 429 funds tracked by Wall St. Rank hold QYLD as of Q2 2026.

  • E-Wealth Partners held 38,307 shares of Global X NASDAQ-100 Covered Call ETF worth $706K as of Q2 2026.
  • E-Wealth Partners bought 1,142 Global X NASDAQ-100 Covered Call ETF shares in Q2 2026, an estimated $20.4K.
  • Global X NASDAQ-100 Covered Call ETF made up 0.51% of E-Wealth Partners's portfolio in Q2 2026, its #28 holding.
  • E-Wealth Partners first reported a position in Global X NASDAQ-100 Covered Call ETF in Q4 2025 and has held it in 3 quarters since.
  • 429 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q2 2026.

Based on E-Wealth Partners's 13F filing for Q2 2026, filed 17 Aug 2026.