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

Simplicity Wealth’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 		$1.78M Buy
96,701
+56,756
+142% +$1.02M 0.06% 304
2026
Q1 		$685K Sell
39,945
-14,898
-27% -$262K 0.04% 376
2025
Q4 		$969K Sell
54,843
-57,276
-51% -$997K 0.06% 287
2025
Q3 		$1.91M Sell
112,119
-200,149
-64% -$3.36M 0.11% 193
2025
Q2 		$5.22M Buy
312,268
+190,864
+157% +$3.12M 0.22% 106
2025
Q1 		$2.02M Buy
+121,404
New +$2.18M 0.16% 150
2024
Q4 		– Sell
-72,719
Closed -$1.31M – 470
2024
Q3 		$1.31M Buy
72,719
+6,312
+10% +$111K 0.12% 154
2024
Q2 		$1.17M Buy
66,407
+23,538
+55% +$416K 0.03% 489
2024
Q1 		$768K Buy
42,869
+28,059
+189% +$497K 0.02% 595
2023
Q4 		$257K Buy
14,810
+2,635
+22% +$44.9K 0.1% 152
2023
Q3 		$204K Buy
+12,175
New +$214K 0.12% 90

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

Simplicity Wealth's QYLD Position: Q2 2026 in Review

Simplicity Wealth increased its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 142% in Q2 2026, buying an estimated $1.02M and bringing the position to 96,701 shares worth $1.78M. The position accounts for 0.06% of the portfolio, ranked #304.

Simplicity Wealth first reported a position in QYLD in Q3 2023 and has held it in 11 quarters since. The position peaked at $5.22M in Q2 2025. 430 funds tracked by Wall St. Rank hold QYLD as of Q2 2026.

  • Simplicity Wealth held 96,701 shares of Global X NASDAQ-100 Covered Call ETF worth $1.78M as of Q2 2026.
  • Simplicity Wealth bought 56,756 Global X NASDAQ-100 Covered Call ETF shares in Q2 2026, an estimated $1.02M.
  • Global X NASDAQ-100 Covered Call ETF made up 0.06% of Simplicity Wealth's portfolio in Q2 2026, its #304 holding.
  • Simplicity Wealth first reported a position in Global X NASDAQ-100 Covered Call ETF in Q3 2023 and has held it in 11 quarters since.
  • Simplicity Wealth's Global X NASDAQ-100 Covered Call ETF position peaked at $5.22M in Q2 2025.
  • 430 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.