AWE
QYLD icon

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

Avidian Wealth Enterprises’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
2023
Q3 		– Sell
-17,146
Closed -$304K – 421
2023
Q2 		$304K Buy
17,146
+498
+3% +$8.69K 0.02% 337
2023
Q1 		$286K Buy
+16,648
New +$277K 0.02% 392

Other funds holding QYLD

NAM
Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Avidian Wealth Enterprises's QYLD Position: Q3 2023 in Review

Avidian Wealth Enterprises sold out of Global X NASDAQ-100 Covered Call ETF (QYLD) in Q3 2023, closing a stake of 17,146 shares — an estimated $304K sold.

Avidian Wealth Enterprises first reported a position in QYLD in Q1 2023 and held it in 2 quarters. The position peaked at $304K in Q2 2023. 340 funds tracked by Wall St. Rank hold QYLD as of Q3 2023.

  • Avidian Wealth Enterprises reported no remaining Global X NASDAQ-100 Covered Call ETF position as of Q3 2023 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 17,146 Global X NASDAQ-100 Covered Call ETF shares in Q3 2023, an estimated $304K.
  • Avidian Wealth Enterprises first reported a position in Global X NASDAQ-100 Covered Call ETF in Q1 2023 and held it in 2 quarters.
  • Avidian Wealth Enterprises's Global X NASDAQ-100 Covered Call ETF position peaked at $304K in Q2 2023.
  • 340 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q3 2023.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2023, filed 13 Oct 2023.