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

EverSource 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	$1.42K	Hold	77	–	–	﹤0.01%	3855
2026 Q1	$1.32K	Hold	77	–	–	﹤0.01%	3768
2025 Q4	$1.36K	Hold	77	–	–	﹤0.01%	3626
2025 Q3	$1.31K	Sell	77 -180	-70%	-$3.02K	﹤0.01%	3672
2025 Q2	$4.3K	Hold	257	–	–	﹤0.01%	3224
2025 Q1	$4.27K	Buy	+257	New	+$4.61K	﹤0.01%	2572
2024 Q4	–	Sell	-3,809	Closed	-$68.7K	–	3805
2024 Q3	$68.7K	Hold	3,809	–	–	﹤0.01%	930
2024 Q2	$66.9K	Buy	+3,809	New	+$67.3K	﹤0.01%	958

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

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

EverSource Wealth Advisors held its Global X NASDAQ-100 Covered Call ETF (QYLD) position steady in Q2 2026 at 77 shares worth $1.42K. The position accounts for ﹤0.01% of the portfolio, ranked #3855.

EverSource Wealth Advisors first reported a position in QYLD in Q2 2024 and has held it in 8 quarters since. The position peaked at $68.7K in Q3 2024. 429 funds tracked by Wall St. Rank hold QYLD as of Q2 2026.

EverSource Wealth Advisors held 77 shares of Global X NASDAQ-100 Covered Call ETF worth $1.42K as of Q2 2026.
EverSource Wealth Advisors left its Global X NASDAQ-100 Covered Call ETF share count unchanged in Q2 2026.
Global X NASDAQ-100 Covered Call ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3855 holding.
EverSource 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.
EverSource Wealth Advisors's Global X NASDAQ-100 Covered Call ETF position peaked at $68.7K in Q3 2024.
429 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.