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Evolution Wealth Management’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Evolution Wealth Management’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 		$121K Buy
6,564
+1
+0% +$18 0.07% 178
2026
Q1 		$113K Hold
6,563
– – 0.08% 162
2025
Q4 		$116K Sell
6,563
-2,025
-24% -$35.2K 0.1% 152
2025
Q3 		$146K Sell
8,588
-767
-8% -$12.9K 0.15% 113
2025
Q2 		$156K Buy
+9,355
New +$153K 0.19% 93

Other funds holding QYLD

GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Evolution Wealth Management's QYLD Position: Q2 2026 in Review

Evolution Wealth Management increased its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 0.02% in Q2 2026, buying an estimated $18 and bringing the position to 6,564 shares worth $121K. The position accounts for 0.07% of the portfolio, ranked #178.

Evolution Wealth Management first reported a position in QYLD in Q2 2025 and has held it in 5 quarters since. The position peaked at $156K in Q2 2025. 430 funds tracked by Wall St. Rank hold QYLD as of Q2 2026.

  • Evolution Wealth Management held 6,564 shares of Global X NASDAQ-100 Covered Call ETF worth $121K as of Q2 2026.
  • Evolution Wealth Management bought 1 Global X NASDAQ-100 Covered Call ETF share in Q2 2026, an estimated $18.
  • Global X NASDAQ-100 Covered Call ETF made up 0.07% of Evolution Wealth Management's portfolio in Q2 2026, its #178 holding.
  • Evolution Wealth Management first reported a position in Global X NASDAQ-100 Covered Call ETF in Q2 2025 and has held it in 5 quarters since.
  • Evolution Wealth Management's Global X NASDAQ-100 Covered Call ETF position peaked at $156K in Q2 2025.
  • 430 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.