B. Riley Wealth Management’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

B. Riley Wealth Management’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 Q2	$691	Buy	39,535 +6,888	+21%	+$130K	﹤0.01%	352
2022 Q1	$685K	Buy	32,647 +8,200	+34%	+$169K	0.05%	272
2021 Q4	$542K	Sell	24,447 -1,402	-5%	-$31.6K	0.04%	328
2021 Q3	$570K	Buy	25,849 +464	+2%	+$10.5K	0.04%	304
2021 Q2	$569K	Buy	25,385 +8,967	+55%	+$201K	0.06%	215
2021 Q1	$371K	Buy	+16,418	New	+$375K	0.04%	262

Other funds holding QYLD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cook Wealth Raleigh, North Carolina $206M AUM 4.73% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

B. Riley Wealth Management's QYLD Position: Q2 2022 in Review

B. Riley Wealth Management increased its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 21% in Q2 2022, buying an estimated $130K and bringing the position to 39,535 shares worth $691. The position accounts for ﹤0.01% of the portfolio, ranked #352.

B. Riley Wealth Management first reported a position in QYLD in Q1 2021 and has held it in 6 quarters since. The position peaked at $685K in Q1 2022. 306 funds tracked by Wall St. Rank hold QYLD as of Q2 2022.

B. Riley Wealth Management held 39,535 shares of Global X NASDAQ-100 Covered Call ETF worth $691 as of Q2 2022.
B. Riley Wealth Management bought 6,888 Global X NASDAQ-100 Covered Call ETF shares in Q2 2022, an estimated $130K.
Global X NASDAQ-100 Covered Call ETF made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #352 holding.
B. Riley Wealth Management first reported a position in Global X NASDAQ-100 Covered Call ETF in Q1 2021 and has held it in 6 quarters since.
B. Riley Wealth Management's Global X NASDAQ-100 Covered Call ETF position peaked at $685K in Q1 2022.
306 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.