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Axiom Advisory’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Axiom Advisory’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
2024
Q3 		$777K Buy
44,017
+1,965
+5% +$34.7K 0.01% 182
2024
Q2 		$743K Buy
+42,052
New +$743K 0.01% 181

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
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
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
NAM
Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Axiom Advisory's QYLD Position: Q3 2024 in Review

Axiom Advisory increased its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 4.7% in Q3 2024, buying an estimated $34.7K and bringing the position to 44,017 shares worth $777K. The position accounts for 0.01% of the portfolio, ranked #182.

Axiom Advisory first reported a position in QYLD in Q2 2024 and has held it in 2 quarters since. 384 funds tracked by Wall St. Rank hold QYLD as of Q3 2024.

  • Axiom Advisory held 44,017 shares of Global X NASDAQ-100 Covered Call ETF worth $777K as of Q3 2024.
  • Axiom Advisory bought 1,965 Global X NASDAQ-100 Covered Call ETF shares in Q3 2024, an estimated $34.7K.
  • Global X NASDAQ-100 Covered Call ETF made up 0.01% of Axiom Advisory's portfolio in Q3 2024, its #182 holding.
  • Axiom Advisory first reported a position in Global X NASDAQ-100 Covered Call ETF in Q2 2024 and has held it in 2 quarters since.
  • 384 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.