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Essential Planning’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Essential Planning’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
2025
Q1 		– Sell
-28,275
Closed -$516K – 249
2024
Q4 		$516K Buy
+28,275
New +$516K ﹤0.01% 265

Other funds holding QYLD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 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 $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
NAM
Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Essential Planning's QYLD Position: Q1 2025 in Review

Essential Planning sold out of Global X NASDAQ-100 Covered Call ETF (QYLD) in Q1 2025, closing a stake of 28,275 shares — an estimated $516K sold.

Essential Planning first reported a position in QYLD in Q4 2024 and held it in 1 quarter. The position peaked at $516K in Q4 2024. 433 funds tracked by Wall St. Rank hold QYLD as of Q1 2025.

  • Essential Planning reported no remaining Global X NASDAQ-100 Covered Call ETF position as of Q1 2025 after selling out during the quarter.
  • Essential Planning sold 28,275 Global X NASDAQ-100 Covered Call ETF shares in Q1 2025, an estimated $516K.
  • Essential Planning first reported a position in Global X NASDAQ-100 Covered Call ETF in Q4 2024 and held it in 1 quarter.
  • Essential Planning's Global X NASDAQ-100 Covered Call ETF position peaked at $516K in Q4 2024.
  • 433 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.