OIA
QYLD icon

OneDigital Investment Advisors’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

OneDigital Investment 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
Q1 		$192K Buy
+11,175
New +$197K ﹤0.01% 1402
2025
Q4 		– Sell
-12,093
Closed -$206K – 1577
2025
Q3 		$206K Buy
12,093
+2,017
+20% +$33.9K ﹤0.01% 1408
2025
Q2 		$168K Buy
10,076
+36
+0.4% +$588 ﹤0.01% 1395
2025
Q1 		$167K Buy
+10,040
New +$180K ﹤0.01% 1340
2024
Q4 		– Sell
-11,541
Closed -$208K – 1496
2024
Q3 		$208K Buy
11,541
+21
+0.2% +$371 ﹤0.01% 1347
2024
Q2 		$204K Buy
+11,520
New +$203K ﹤0.01% 1295
2020
Q1 		– Sell
-8,540
Closed -$202K – 620
2019
Q4 		$202K Buy
+8,540
New +$198K 0.02% 522

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 $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $501B AUM 22.01% 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 $431B AUM 30.22% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $857M AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return