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American Portfolios Advisors’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

American Portfolios 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
2022
Q3 		$1.1M Buy
70,001
+36,087
+106% +$633K 0.05% 413
2022
Q2 		$592K Buy
33,914
+1,815
+6% +$34.2K 0.02% 594
2022
Q1 		$673K Buy
32,099
+9,913
+45% +$205K 0.02% 616
2021
Q4 		$492K Buy
22,186
+3,331
+18% +$75.2K 0.02% 750
2021
Q3 		$416K Sell
18,855
-588
-3% -$13.3K 0.02% 786
2021
Q2 		$436K Buy
19,443
+897
+5% +$20.1K 0.02% 771
2021
Q1 		$419K Buy
18,546
+2,010
+12% +$45.9K 0.02% 724
2020
Q4 		$377K Sell
16,536
-8,685
-34% -$192K 0.02% 651
2020
Q3 		$544K Sell
25,221
-7,223
-22% -$156K 0.03% 453
2020
Q2 		$681K Buy
32,444
+3,017
+10% +$61.2K 0.04% 363
2020
Q1 		$567K Buy
29,427
+4,590
+18% +$102K 0.05% 340
2019
Q4 		$586K Buy
24,837
+4,013
+19% +$93.1K 0.04% 383
2019
Q3 		$471K Buy
20,824
+2,619
+14% +$60K 0.04% 412
2019
Q2 		$415K Buy
18,205
+13
+0.1% +$295 0.04% 458
2019
Q1 		$413K Buy
18,192
+712
+4% +$15.8K 0.04% 410
2018
Q4 		$372K Sell
17,480
-220
-1% -$5.12K 0.05% 355
2018
Q3 		$445K Buy
17,700
+2,335
+15% +$58.3K 0.05% 351
2018
Q2 		$369K Buy
15,365
+700
+5% +$17K 0.05% 353
2018
Q1 		$349K Buy
14,665
+9,835
+204% +$243K 0.05% 352
2017
Q4 		$118K Buy
+4,830
New +$118K 0.02% 673

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

American Portfolios Advisors's QYLD Position: Q3 2022 in Review

American Portfolios Advisors increased its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 106% in Q3 2022, buying an estimated $633K and bringing the position to 70,001 shares worth $1.1M. The position accounts for 0.05% of the portfolio, ranked #413.

American Portfolios Advisors first reported a position in QYLD in Q4 2017 and has held it in 20 quarters since. 304 funds tracked by Wall St. Rank hold QYLD as of Q3 2022.

  • American Portfolios Advisors held 70,001 shares of Global X NASDAQ-100 Covered Call ETF worth $1.1M as of Q3 2022.
  • American Portfolios Advisors bought 36,087 Global X NASDAQ-100 Covered Call ETF shares in Q3 2022, an estimated $633K.
  • Global X NASDAQ-100 Covered Call ETF made up 0.05% of American Portfolios Advisors's portfolio in Q3 2022, its #413 holding.
  • American Portfolios Advisors first reported a position in Global X NASDAQ-100 Covered Call ETF in Q4 2017 and has held it in 20 quarters since.
  • 304 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.