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

EP Wealth Advisors’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	$644K	Buy	34,922 +8,647	+33%	+$155K	﹤0.01%	918
2026 Q1	$451K	Sell	26,275 -6,089	-19%	-$107K	﹤0.01%	946
2025 Q4	$572K	Buy	+32,364	New	+$563K	﹤0.01%	821
2025 Q2	$496K	Buy	29,647 +10,875	+58%	+$178K	﹤0.01%	785
2025 Q1	$312K	Buy	18,772 +363	+2%	+$6.51K	﹤0.01%	897
2024 Q4	$335K	Buy	18,409 +2,426	+15%	+$44.3K	﹤0.01%	825
2024 Q3	$288K	Sell	15,983 -2,486	-13%	-$43.9K	﹤0.01%	878
2024 Q2	$326K	Buy	+18,469	New	+$326K	﹤0.01%	631

Other funds holding QYLD

GXJ

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

EP Wealth Advisors's QYLD Position: Q2 2026 in Review

EP Wealth Advisors increased its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 33% in Q2 2026, buying an estimated $155K and bringing the position to 34,922 shares worth $644K. The position accounts for ﹤0.01% of the portfolio, ranked #918.

EP Wealth Advisors first reported a position in QYLD in Q2 2024 and has held it in 8 quarters since. 430 funds tracked by Wall St. Rank hold QYLD as of Q2 2026.

EP Wealth Advisors held 34,922 shares of Global X NASDAQ-100 Covered Call ETF worth $644K as of Q2 2026.
EP Wealth Advisors bought 8,647 Global X NASDAQ-100 Covered Call ETF shares in Q2 2026, an estimated $155K.
Global X NASDAQ-100 Covered Call ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #918 holding.
EP Wealth Advisors first reported a position in Global X NASDAQ-100 Covered Call ETF in Q2 2024 and has held it in 8 quarters since.
430 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q2 2026.

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