WE
QYLD icon

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

Wealth Effects’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 		$1.09M Buy
58,979
+90
+0.2% +$1.61K 0.29% 69
2026
Q1 		$1.01M Sell
58,889
-3,105
-5% -$54.6K 0.36% 59
2025
Q4 		$1.1M Sell
61,994
-3,273
-5% -$57K 0.34% 52
2025
Q3 		$1.11M Sell
65,267
-510
-0.8% -$8.56K 0.36% 55
2025
Q2 		$1.1M Sell
65,777
-1,424
-2% -$23.3K 0.41% 52
2025
Q1 		$1.12M Sell
67,201
-4,503
-6% -$80.8K 0.47% 48
2024
Q4 		$1.31M Buy
71,704
+625
+0.9% +$11.4K 0.46% 45
2024
Q3 		$1.28M Sell
71,079
-258
-0.4% -$4.55K 0.45% 47
2024
Q2 		$1.26M Sell
71,337
-4,064
-5% -$71.8K 0.46% 47
2024
Q1 		$1.35M Sell
75,401
-1,866
-2% -$33.1K 0.5% 45
2023
Q4 		$1.34M Buy
77,267
+1,192
+2% +$20.3K 0.5% 48
2023
Q3 		$1.28M Buy
76,075
+91
+0.1% +$1.6K 0.63% 36
2023
Q2 		$1.35M Sell
75,984
-20,318
-21% -$355K 0.59% 38
2023
Q1 		$1.65M Buy
96,302
+925
+1% +$15.4K 0.85% 22
2022
Q4 		$1.52M Sell
95,377
-5,478
-5% -$88.5K 0.87% 24
2022
Q3 		$1.58M Buy
100,855
+1,415
+1% +$24.8K 0.97% 22
2022
Q2 		$1.74M Buy
99,440
+7,960
+9% +$150K 1.05% 22
2022
Q1 		$1.92M Buy
91,480
+23,971
+36% +$495K 0.9% 24
2021
Q4 		$1.5M Buy
+67,509
New +$1.52M 0.62% 38

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

Wealth Effects's QYLD Position: Q2 2026 in Review

Wealth Effects increased its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 0.15% in Q2 2026, buying an estimated $1.61K and bringing the position to 58,979 shares worth $1.09M. The position accounts for 0.29% of the portfolio, ranked #69.

Wealth Effects first reported a position in QYLD in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.92M in Q1 2022. 430 funds tracked by Wall St. Rank hold QYLD as of Q2 2026.

  • Wealth Effects held 58,979 shares of Global X NASDAQ-100 Covered Call ETF worth $1.09M as of Q2 2026.
  • Wealth Effects bought 90 Global X NASDAQ-100 Covered Call ETF shares in Q2 2026, an estimated $1.61K.
  • Global X NASDAQ-100 Covered Call ETF made up 0.29% of Wealth Effects's portfolio in Q2 2026, its #69 holding.
  • Wealth Effects first reported a position in Global X NASDAQ-100 Covered Call ETF in Q4 2021 and has held it in 19 quarters since.
  • Wealth Effects's Global X NASDAQ-100 Covered Call ETF position peaked at $1.92M in Q1 2022.
  • 430 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q2 2026.

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