Sax Wealth Advisors’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Sax Wealth 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 Q2	$576K	Buy	33,560 +7,130	+27%	+$128K	0.02%	310
2026 Q1	$467K	Hold	26,430	–	–	0.02%	300
2025 Q4	$467K	Buy	26,430 +2,535	+11%	+$44.1K	0.02%	306
2025 Q3	$406K	Buy	23,895 +2,356	+11%	+$39.6K	0.02%	309
2025 Q2	$360K	Buy	+21,539	New	+$352K	0.02%	308

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 $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sax Wealth Advisors's QYLD Position: Q2 2026 in Review

Sax Wealth Advisors increased its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 27% in Q2 2026, buying an estimated $128K and bringing the position to 33,560 shares worth $576K. The position accounts for 0.02% of the portfolio, ranked #310.

Sax Wealth Advisors first reported a position in QYLD in Q2 2025 and has held it in 5 quarters since. 431 funds tracked by Wall St. Rank hold QYLD as of Q2 2026.

Sax Wealth Advisors held 33,560 shares of Global X NASDAQ-100 Covered Call ETF worth $576K as of Q2 2026.
Sax Wealth Advisors bought 7,130 Global X NASDAQ-100 Covered Call ETF shares in Q2 2026, an estimated $128K.
Global X NASDAQ-100 Covered Call ETF made up 0.02% of Sax Wealth Advisors's portfolio in Q2 2026, its #310 holding.
Sax Wealth Advisors first reported a position in Global X NASDAQ-100 Covered Call ETF in Q2 2025 and has held it in 5 quarters since.
431 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.