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Baldwin Wealth Partners’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Baldwin Wealth Partners’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
Q4 		– Sell
-3,110
Closed -$56.1K – 825
2024
Q3 		$56.1K Buy
3,110
+1,110
+56% +$19.6K ﹤0.01% 531
2024
Q2 		$35.3K Hold
2,000
– – ﹤0.01% 395
2024
Q1 		$35.8K Buy
+2,000
New +$35.5K ﹤0.01% 412

Other funds holding QYLD

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Baldwin Wealth Partners's QYLD Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Global X NASDAQ-100 Covered Call ETF (QYLD) in Q4 2024, closing a stake of 3,110 shares — an estimated $56.1K sold.

Baldwin Wealth Partners first reported a position in QYLD in Q1 2024 and held it in 3 quarters. The position peaked at $56.1K in Q3 2024. 431 funds tracked by Wall St. Rank hold QYLD as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining Global X NASDAQ-100 Covered Call ETF position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 3,110 Global X NASDAQ-100 Covered Call ETF shares in Q4 2024, an estimated $56.1K.
  • Baldwin Wealth Partners first reported a position in Global X NASDAQ-100 Covered Call ETF in Q1 2024 and held it in 3 quarters.
  • Baldwin Wealth Partners's Global X NASDAQ-100 Covered Call ETF position peaked at $56.1K in Q3 2024.
  • 431 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.