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	–	619
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 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 $879M AUM

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

OneDigital Investment Advisors's QYLD Position: Q1 2026 in Review

OneDigital Investment Advisors opened a new position in Global X NASDAQ-100 Covered Call ETF (QYLD) in Q1 2026: 11,175 shares worth $192K. The stake represents ﹤0.01% of the portfolio and ranks #1402 among its holdings. This is a return to the name: OneDigital Investment Advisors previously reported a position in QYLD as recently as Q3 2025.

OneDigital Investment Advisors first reported a position in QYLD in Q4 2019 and has held it in 7 quarters since. The position peaked at $208K in Q3 2024. 434 funds tracked by Wall St. Rank hold QYLD as of Q1 2026.

OneDigital Investment Advisors held 11,175 shares of Global X NASDAQ-100 Covered Call ETF worth $192K as of Q1 2026.
Global X NASDAQ-100 Covered Call ETF was a new OneDigital Investment Advisors position in Q1 2026.
Global X NASDAQ-100 Covered Call ETF made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q1 2026, its #1402 holding.
OneDigital Investment Advisors first reported a position in Global X NASDAQ-100 Covered Call ETF in Q4 2019 and has held it in 7 quarters since.
OneDigital Investment Advisors's Global X NASDAQ-100 Covered Call ETF position peaked at $208K in Q3 2024.
434 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.