EP Wealth Advisors’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$496K Buy
2025
Q1
$312K Buy
2024
Q4
$335K Buy
2024
Q3
$288K Sell
2024
Q2
$326K Buy