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Legacy Investment Solutions’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Legacy Investment Solutions’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 		$402 Buy
+24
New +$392 ﹤0.01% 673
2024
Q4 		$446 Hold
24
– – ﹤0.01% 675
2024
Q3 		$446 Buy
+24
New +$424 ﹤0.01% 621

Other funds holding QYLD

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

Legacy Investment Solutions's QYLD Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Global X NASDAQ-100 Covered Call ETF (QYLD) in Q2 2025: 24 shares worth $402. The stake represents ﹤0.01% of the portfolio and ranks #673 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in QYLD as recently as Q4 2024.

Legacy Investment Solutions first reported a position in QYLD in Q3 2024 and has held it in 3 quarters since. The position peaked at $446 in Q4 2024. 409 funds tracked by Wall St. Rank hold QYLD as of Q2 2025.

  • Legacy Investment Solutions held 24 shares of Global X NASDAQ-100 Covered Call ETF worth $402 as of Q2 2025.
  • Global X NASDAQ-100 Covered Call ETF was a new Legacy Investment Solutions position in Q2 2025.
  • Global X NASDAQ-100 Covered Call ETF made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #673 holding.
  • Legacy Investment Solutions first reported a position in Global X NASDAQ-100 Covered Call ETF in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's Global X NASDAQ-100 Covered Call ETF position peaked at $446 in Q4 2024.
  • 409 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.