Oakworth Capital’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Oakworth Capital’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 Q1	$34.3K	Buy	+2,000	New	+$35.2K	﹤0.01%	504

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 $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $857M AUM

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Oakworth Capital's QYLD Position: Q1 2026 in Review

Oakworth Capital opened a new position in Global X NASDAQ-100 Covered Call ETF (QYLD) in Q1 2026: 2,000 shares worth $34.3K. The stake represents ﹤0.01% of the portfolio and ranks #504 among its holdings.

433 funds tracked by Wall St. Rank hold QYLD as of Q1 2026.

Oakworth Capital held 2,000 shares of Global X NASDAQ-100 Covered Call ETF worth $34.3K as of Q1 2026.
Global X NASDAQ-100 Covered Call ETF was a new Oakworth Capital position in Q1 2026.
Global X NASDAQ-100 Covered Call ETF made up ﹤0.01% of Oakworth Capital's portfolio in Q1 2026, its #504 holding.
433 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q1 2026.

Based on Oakworth Capital's 13F filing for Q1 2026, filed 24 Apr 2026.