AssetMark Inc
QYLG icon

AssetMark Inc’s Global X Nasdaq 100 Covered Call & Growth ETF QYLG Stock Holding History

AssetMark Inc’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
2025
Q1 		– Sell
-851
Closed -$23.9K – 2740
2024
Q4 		$23.9K Hold
851
– – ﹤0.01% 1610
2024
Q3 		$27.4K Buy
+851
New +$26.7K ﹤0.01% 1430

Other funds holding QYLG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
CMMS
Comprehensive Money Management Services Coral Gables, Florida $152M AUM 20.08% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AssetMark Inc's QYLG Position: Q1 2025 in Review

AssetMark Inc sold out of Global X Nasdaq 100 Covered Call & Growth ETF (QYLG) in Q1 2025, closing a stake of 851 shares — an estimated $23.9K sold.

AssetMark Inc first reported a position in QYLG in Q3 2024 and held it in 2 quarters. The position peaked at $27.4K in Q3 2024. 35 funds tracked by Wall St. Rank hold QYLG as of Q1 2025.

  • AssetMark Inc reported no remaining Global X Nasdaq 100 Covered Call & Growth ETF position as of Q1 2025 after selling out during the quarter.
  • AssetMark Inc sold 851 Global X Nasdaq 100 Covered Call & Growth ETF shares in Q1 2025, an estimated $23.9K.
  • AssetMark Inc first reported a position in Global X Nasdaq 100 Covered Call & Growth ETF in Q3 2024 and held it in 2 quarters.
  • AssetMark Inc's Global X Nasdaq 100 Covered Call & Growth ETF position peaked at $27.4K in Q3 2024.
  • 35 funds tracked by Wall St. Rank held Global X Nasdaq 100 Covered Call & Growth ETF as of Q1 2025.

Based on AssetMark Inc's 13F filing for Q1 2025, filed 6 May 2025.