Accel Wealth Management’s Global X Nasdaq 100 Covered Call & Growth ETF QYLG Stock Holding History

Accel Wealth Management’s Portfolio QYLG Stock Details QYLG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-35	Closed	-$898	–	689
2023 Q1	$898	Hold	35	–	–	﹤0.01%	1179
2022 Q4	$777	Hold	35	–	–	﹤0.01%	992
2022 Q3	$1K	Hold	35	–	–	﹤0.01%	1014
2022 Q2	$1K	Hold	35	–	–	﹤0.01%	974
2022 Q1	$1K	Buy	+35	New	+$1.02K	﹤0.01%	914

Other funds holding QYLG

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

KCM

KLK Capital Management Los Angeles, California $74.7M AUM 13.54% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

CWM

Collaborative Wealth Management Lake Mary, Florida $218M AUM 14.42% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Accel Wealth Management's QYLG Position: Q2 2023 in Review

Accel Wealth Management sold out of Global X Nasdaq 100 Covered Call & Growth ETF (QYLG) in Q2 2023, closing a stake of 35 shares — an estimated $898 sold.

Accel Wealth Management first reported a position in QYLG in Q1 2022 and held it in 5 quarters. The position peaked at $1K in Q3 2022. 21 funds tracked by Wall St. Rank hold QYLG as of Q2 2023.

Accel Wealth Management reported no remaining Global X Nasdaq 100 Covered Call & Growth ETF position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 35 Global X Nasdaq 100 Covered Call & Growth ETF shares in Q2 2023, an estimated $898.
Accel Wealth Management first reported a position in Global X Nasdaq 100 Covered Call & Growth ETF in Q1 2022 and held it in 5 quarters.
Accel Wealth Management's Global X Nasdaq 100 Covered Call & Growth ETF position peaked at $1K in Q3 2022.
21 funds tracked by Wall St. Rank held Global X Nasdaq 100 Covered Call & Growth ETF as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.