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

ACG Wealth’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
2022
Q3 		– Sell
-51
Closed -$1K – 827
2022
Q2 		$1K Buy
+51
New +$961 ﹤0.01% 878

Other funds holding QYLD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CW
Cook Wealth Raleigh, North Carolina $206M AUM 4.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

ACG Wealth's QYLD Position: Q3 2022 in Review

ACG Wealth sold out of Global X NASDAQ-100 Covered Call ETF (QYLD) in Q3 2022, closing a stake of 51 shares — an estimated $1K sold.

ACG Wealth first reported a position in QYLD in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 304 funds tracked by Wall St. Rank hold QYLD as of Q3 2022.

  • ACG Wealth reported no remaining Global X NASDAQ-100 Covered Call ETF position as of Q3 2022 after selling out during the quarter.
  • ACG Wealth sold 51 Global X NASDAQ-100 Covered Call ETF shares in Q3 2022, an estimated $1K.
  • ACG Wealth first reported a position in Global X NASDAQ-100 Covered Call ETF in Q2 2022 and held it in 1 quarter.
  • ACG Wealth's Global X NASDAQ-100 Covered Call ETF position peaked at $1K in Q2 2022.
  • 304 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.