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

IBEX 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	$644K	Sell	34,961 -1,703	-5%	-$30.5K	0.05%	141
2026 Q1	$629K	Sell	36,664 -3,687	-9%	-$64.9K	0.06%	140
2025 Q4	$713K	Sell	40,351 -1,260	-3%	-$21.9K	0.07%	111
2025 Q3	$708K	Sell	41,611 -292	-0.7%	-$4.9K	0.07%	139
2025 Q2	$701K	Sell	41,903 -387	-0.9%	-$6.32K	0.07%	133
2025 Q1	$703K	Buy	42,290 +1,563	+4%	+$28K	0.09%	110
2024 Q4	$742K	Buy	+40,727	New	+$744K	0.09%	129

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

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

IBEX Wealth Advisors reduced its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 4.6% in Q2 2026, selling an estimated $30.5K and leaving 34,961 shares worth $644K. The position accounts for 0.05% of the portfolio, ranked #141.

IBEX Wealth Advisors first reported a position in QYLD in Q4 2024 and has held it in 7 quarters since. The position peaked at $742K in Q4 2024. 430 funds tracked by Wall St. Rank hold QYLD as of Q2 2026.

IBEX Wealth Advisors held 34,961 shares of Global X NASDAQ-100 Covered Call ETF worth $644K as of Q2 2026.
IBEX Wealth Advisors sold 1,703 Global X NASDAQ-100 Covered Call ETF shares in Q2 2026, an estimated $30.5K.
Global X NASDAQ-100 Covered Call ETF made up 0.05% of IBEX Wealth Advisors's portfolio in Q2 2026, its #141 holding.
IBEX Wealth Advisors first reported a position in Global X NASDAQ-100 Covered Call ETF in Q4 2024 and has held it in 7 quarters since.
IBEX Wealth Advisors's Global X NASDAQ-100 Covered Call ETF position peaked at $742K in Q4 2024.
430 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q2 2026.

Based on IBEX Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.