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 Q2	$413K	Buy	22,385 +58	+0.3%	+$1.04K	0.06%	105
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 $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

Vertex Planning Partners's QYLD Position: Q2 2026 in Review

Vertex Planning Partners increased its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 0.26% in Q2 2026, buying an estimated $1.04K and bringing the position to 22,385 shares worth $413K. The position accounts for 0.06% of the portfolio, ranked #105.

Vertex Planning Partners first reported a position in QYLD in Q2 2023 and has held it in 13 quarters since. The position peaked at $424K in Q3 2024. 430 funds tracked by Wall St. Rank hold QYLD as of Q2 2026.

Vertex Planning Partners held 22,385 shares of Global X NASDAQ-100 Covered Call ETF worth $413K as of Q2 2026.
Vertex Planning Partners bought 58 Global X NASDAQ-100 Covered Call ETF shares in Q2 2026, an estimated $1.04K.
Global X NASDAQ-100 Covered Call ETF made up 0.06% of Vertex Planning Partners's portfolio in Q2 2026, its #105 holding.
Vertex Planning Partners first reported a position in Global X NASDAQ-100 Covered Call ETF in Q2 2023 and has held it in 13 quarters since.
Vertex Planning Partners's Global X NASDAQ-100 Covered Call ETF position peaked at $424K in Q3 2024.
430 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q2 2026.

Based on Vertex Planning Partners's 13F filing for Q2 2026, filed 14 Aug 2026.