Truepoint Inc’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Truepoint Inc’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	$1.82M	Hold	98,785	–	–	0.04%	59
2026 Q1	$1.69M	Hold	98,785	–	–	0.04%	61
2025 Q4	$1.75M	Sell	98,785 -13,386	-12%	-$233K	0.04%	62
2025 Q3	$1.91M	Hold	112,171	–	–	0.04%	59
2025 Q2	$1.88M	Hold	112,171	–	–	0.05%	57
2025 Q1	$1.87M	Hold	112,171	–	–	0.05%	53
2024 Q4	$2.04M	Hold	112,171	–	–	0.05%	48
2024 Q3	$2.02M	Buy	+112,171	New	+$1.98M	0.05%	46

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

Truepoint Inc's QYLD Position: Q2 2026 in Review

Truepoint Inc held its Global X NASDAQ-100 Covered Call ETF (QYLD) position steady in Q2 2026 at 98,785 shares worth $1.82M. The position accounts for 0.04% of the portfolio, ranked #59.

Truepoint Inc first reported a position in QYLD in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.04M in Q4 2024. 430 funds tracked by Wall St. Rank hold QYLD as of Q2 2026.

Truepoint Inc held 98,785 shares of Global X NASDAQ-100 Covered Call ETF worth $1.82M as of Q2 2026.
Truepoint Inc left its Global X NASDAQ-100 Covered Call ETF share count unchanged in Q2 2026.
Global X NASDAQ-100 Covered Call ETF made up 0.04% of Truepoint Inc's portfolio in Q2 2026, its #59 holding.
Truepoint Inc first reported a position in Global X NASDAQ-100 Covered Call ETF in Q3 2024 and has held it in 8 quarters since.
Truepoint Inc's Global X NASDAQ-100 Covered Call ETF position peaked at $2.04M in Q4 2024.
430 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q2 2026.

Based on Truepoint Inc's 13F filing for Q2 2026, filed 31 Jul 2026.