Envestnet Portfolio Solutions
QYLD icon

Envestnet Portfolio Solutions’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Envestnet Portfolio Solutions’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
Q1 		$335K Sell
19,506
-28,053
-59% -$494K ﹤0.01% 1066
2025
Q4 		$840K Sell
47,559
-5,439
-10% -$94.7K ﹤0.01% 823
2025
Q3 		$901K Sell
52,998
-15,340
-22% -$258K ﹤0.01% 770
2025
Q2 		$1.14M Sell
68,338
-58,630
-46% -$958K ﹤0.01% 745
2025
Q1 		$2.11M Buy
126,968
+9,953
+9% +$179K 0.01% 570
2024
Q4 		$2.13M Buy
117,015
+18,469
+19% +$337K 0.01% 643
2024
Q3 		$1.78M Buy
98,546
+27,907
+40% +$493K 0.01% 700
2024
Q2 		$1.25M Buy
70,639
+6,196
+10% +$109K ﹤0.01% 783
2024
Q1 		$1.15M Buy
64,443
+19,779
+44% +$351K ﹤0.01% 804
2023
Q4 		$774K Buy
44,664
+448
+1% +$7.63K ﹤0.01% 874
2023
Q3 		$742K Buy
+44,216
New +$776K ﹤0.01% 831

Other funds holding QYLD

GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $1.95B AUM 31.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $857M AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return