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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
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

GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Root Financial Partners's QYLD Position: Q2 2026 in Review

Root Financial Partners sold out of Global X NASDAQ-100 Covered Call ETF (QYLD) in Q2 2026, closing a stake of 200 shares — an estimated $3.43K sold.

Root Financial Partners first reported a position in QYLD in Q3 2025 and held it in 3 quarters. The position peaked at $3.53K in Q4 2025. 430 funds tracked by Wall St. Rank hold QYLD as of Q2 2026.

  • Root Financial Partners reported no remaining Global X NASDAQ-100 Covered Call ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 200 Global X NASDAQ-100 Covered Call ETF shares in Q2 2026, an estimated $3.43K.
  • Root Financial Partners first reported a position in Global X NASDAQ-100 Covered Call ETF in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Global X NASDAQ-100 Covered Call ETF position peaked at $3.53K in Q4 2025.
  • 430 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.