Legacy Wealth Management (Idaho)’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Legacy Wealth Management (Idaho)’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	–	Sell	-24	Closed	-$412	–	769
2026 Q1	$412	Hold	24	–	–	﹤0.01%	953
2025 Q4	$425	Hold	24	–	–	﹤0.01%	830
2025 Q3	$409	Hold	24	–	–	﹤0.01%	695
2025 Q2	$402	Hold	24	–	–	﹤0.01%	673
2025 Q1	$400	Hold	24	–	–	﹤0.01%	722
2024 Q4	$446	Hold	24	–	–	﹤0.01%	675
2024 Q3	$446	Buy	+24	New	+$424	﹤0.01%	621

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

Legacy Wealth Management (Idaho)'s QYLD Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Global X NASDAQ-100 Covered Call ETF (QYLD) in Q2 2026, closing a stake of 24 shares — an estimated $412 sold.

Legacy Wealth Management (Idaho) first reported a position in QYLD in Q3 2024 and held it in 7 quarters. The position peaked at $446 in Q4 2024. 431 funds tracked by Wall St. Rank hold QYLD as of Q2 2026.

Legacy Wealth Management (Idaho) reported no remaining Global X NASDAQ-100 Covered Call ETF position as of Q2 2026 after selling out during the quarter.
Legacy Wealth Management (Idaho) sold 24 Global X NASDAQ-100 Covered Call ETF shares in Q2 2026, an estimated $412.
Legacy Wealth Management (Idaho) first reported a position in Global X NASDAQ-100 Covered Call ETF in Q3 2024 and held it in 7 quarters.
Legacy Wealth Management (Idaho)'s Global X NASDAQ-100 Covered Call ETF position peaked at $446 in Q4 2024.
431 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.