Essex Financial Services’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Essex Financial Services’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 Q2	–	Sell	-32,433	Closed	-$539K	–	703
2025 Q1	$539K	Buy	32,433 +659	+2%	+$11.8K	0.04%	363
2024 Q4	$579K	Sell	31,774 -3,431	-10%	-$62.7K	0.04%	345
2024 Q3	$639K	Buy	35,205 +392	+1%	+$6.92K	0.05%	329
2024 Q2	$588K	Buy	34,813 +11,891	+52%	+$210K	0.04%	340
2024 Q1	$411K	Buy	22,922 +11,149	+95%	+$198K	0.04%	361
2023 Q4	$204K	Buy	+11,773	New	+$201K	0.02%	479

Other funds holding QYLD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GXJ

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Essex Financial Services's QYLD Position: Q2 2025 in Review

Essex Financial Services sold out of Global X NASDAQ-100 Covered Call ETF (QYLD) in Q2 2025, closing a stake of 32,433 shares — an estimated $539K sold.

Essex Financial Services first reported a position in QYLD in Q4 2023 and held it in 6 quarters. The position peaked at $639K in Q3 2024. 409 funds tracked by Wall St. Rank hold QYLD as of Q2 2025.

Essex Financial Services reported no remaining Global X NASDAQ-100 Covered Call ETF position as of Q2 2025 after selling out during the quarter.
Essex Financial Services sold 32,433 Global X NASDAQ-100 Covered Call ETF shares in Q2 2025, an estimated $539K.
Essex Financial Services first reported a position in Global X NASDAQ-100 Covered Call ETF in Q4 2023 and held it in 6 quarters.
Essex Financial Services's Global X NASDAQ-100 Covered Call ETF position peaked at $639K in Q3 2024.
409 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q2 2025.

Based on Essex Financial Services's 13F filing for Q2 2025, filed 16 Jul 2025.