Root Financial Partners
QYLD icon

Root Financial Partners’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Root Financial Partners’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
Q3 		$5.58K Buy
+301
New +$5.47K ﹤0.01% 2188
2026
Q2 		– Sell
-200
Closed -$3.43K – 2509
2026
Q1 		$3.43K Hold
200
– – ﹤0.01% 2094
2025
Q4 		$3.53K Hold
200
– – ﹤0.01% 1868
2025
Q3 		$3.4K Buy
+200
New +$3.36K ﹤0.01% 1848

Other funds holding QYLD

Global X Japan
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.46B AUM 38.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Quadrature Capital
Quadrature Capital London, United Kingdom $16.1B AUM 61.25% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Root Financial Partners's QYLD Position: Q3 2026 in Review

Root Financial Partners opened a new position in Global X NASDAQ-100 Covered Call ETF (QYLD) in Q3 2026: 301 shares worth $5.58K. The stake represents ﹤0.01% of the portfolio and ranks #2188 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in QYLD as recently as Q1 2026.

Root Financial Partners first reported a position in QYLD in Q3 2025 and has held it in 4 quarters since. 383 funds tracked by Wall St. Rank hold QYLD as of Q3 2026.

  • Root Financial Partners held 301 shares of Global X NASDAQ-100 Covered Call ETF worth $5.58K as of Q3 2026.
  • Global X NASDAQ-100 Covered Call ETF was a new Root Financial Partners position in Q3 2026.
  • Global X NASDAQ-100 Covered Call ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2188 holding.
  • Root Financial Partners first reported a position in Global X NASDAQ-100 Covered Call ETF in Q3 2025 and has held it in 4 quarters since.
  • 383 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.