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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$496K	Buy	29,647 +10,875	+58%	+$182K	﹤0.01%	785
2025 Q1	$312K	Buy	18,772 +363	+2%	+$6.04K	﹤0.01%	897
2024 Q4	$335K	Buy	18,409 +2,426	+15%	+$44.2K	﹤0.01%	825
2024 Q3	$288K	Sell	15,983 -2,486	-13%	-$44.8K	﹤0.01%	878
2024 Q2	$326K	Buy	+18,469	New	+$326K	﹤0.01%	631