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Vertex Planning Partners’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Vertex Planning 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
Q1 		$383K Buy
22,327
+56
+0.3% +$985 0.07% 94
2025
Q4 		$394K Buy
22,271
+330
+2% +$5.74K 0.09% 88
2025
Q3 		$373K Sell
21,941
-342
-2% -$5.74K 0.07% 144
2025
Q2 		$373K Sell
22,283
-1,169
-5% -$19.1K 0.08% 129
2025
Q1 		$390K Buy
23,452
+393
+2% +$7.05K 0.09% 121
2024
Q4 		$420K Sell
23,059
-430
-2% -$7.85K 0.09% 121
2024
Q3 		$424K Buy
23,489
+327
+1% +$5.77K 0.1% 104
2024
Q2 		$409K Buy
23,162
+378
+2% +$6.67K 0.11% 98
2024
Q1 		$408K Buy
22,784
+299
+1% +$5.3K 0.11% 103
2023
Q4 		$390K Buy
22,485
+142
+0.6% +$2.42K 0.12% 102
2023
Q3 		$375K Buy
22,343
+11,568
+107% +$203K 0.13% 87
2023
Q2 		$191K Buy
+10,775
New +$188K 0.07% 135

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