Wealth Enhancement Advisory Services
QYLD icon

Wealth Enhancement Advisory Services’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Wealth Enhancement Advisory Services’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 		$976K Sell
56,476
-53,404
-49% -$940K ﹤0.01% 1819
2025
Q4 		$1.96M Buy
109,880
+972
+0.9% +$16.9K ﹤0.01% 1524
2025
Q3 		$1.86M Buy
108,908
+14,033
+15% +$236K ﹤0.01% 1483
2025
Q2 		$1.59M Sell
94,875
-4,294
-4% -$70.2K ﹤0.01% 1484
2025
Q1 		$1.65M Sell
99,169
-18,519
-16% -$332K ﹤0.01% 1351
2024
Q4 		$2.14M Sell
117,688
-85,248
-42% -$1.56M ﹤0.01% 1145
2024
Q3 		$3.66M Sell
202,936
-163,097
-45% -$2.88M 0.01% 827
2024
Q2 		$6.47M Sell
366,033
-640,047
-64% -$11.3M 0.02% 617
2024
Q1 		$18M Buy
1,006,080
+382,608
+61% +$6.78M 0.05% 347
2023
Q4 		$10.8M Sell
623,472
-3,075
-0.5% -$52.4K 0.03% 414
2023
Q3 		$10.5M Buy
+626,547
New +$11M 0.03% 395

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