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QYLD icon

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
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 $1.95B AUM 31.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $857M AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return