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Allegis Investment Advisors’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Allegis Investment Advisors’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
2016
Q1 		– Sell
-1,620
Closed -$38K – 757
2015
Q4 		$38K Buy
+1,620
New +$37.9K 0.02% 390

Other funds holding QYLD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CCT
Country Club Trust Kansas City, Missouri $1.27B AUM 22.67% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
WA
WFG Advisors Dallas, Texas $442M AUM 12.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Allegis Investment Advisors's QYLD Position: Q1 2016 in Review

Allegis Investment Advisors sold out of Global X NASDAQ-100 Covered Call ETF (QYLD) in Q1 2016, closing a stake of 1,620 shares — an estimated $38K sold.

Allegis Investment Advisors first reported a position in QYLD in Q4 2015 and held it in 1 quarter. The position peaked at $38K in Q4 2015. 19 funds tracked by Wall St. Rank hold QYLD as of Q1 2016.

  • Allegis Investment Advisors reported no remaining Global X NASDAQ-100 Covered Call ETF position as of Q1 2016 after selling out during the quarter.
  • Allegis Investment Advisors sold 1,620 Global X NASDAQ-100 Covered Call ETF shares in Q1 2016, an estimated $38K.
  • Allegis Investment Advisors first reported a position in Global X NASDAQ-100 Covered Call ETF in Q4 2015 and held it in 1 quarter.
  • Allegis Investment Advisors's Global X NASDAQ-100 Covered Call ETF position peaked at $38K in Q4 2015.
  • 19 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q1 2016.

Based on Allegis Investment Advisors's 13F filing for Q1 2016, filed 9 May 2016.