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

Baystate 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
2023
Q4 		$9.34K Buy
+538
New +$9.17K ﹤0.01% 736
2021
Q4 		– Sell
-76
Closed -$2K – 951
2021
Q3 		$2K Buy
76
+2
+3% +$45 ﹤0.01% 696
2021
Q2 		$2K Buy
+74
New +$1.66K ﹤0.01% 667

Other funds holding QYLD

NAM
Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

Baystate Wealth Management's QYLD Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in Global X NASDAQ-100 Covered Call ETF (QYLD) in Q4 2023: 538 shares worth $9.34K. The stake represents ﹤0.01% of the portfolio and ranks #736 among its holdings. This is a return to the name: Baystate Wealth Management previously reported a position in QYLD as recently as Q3 2021.

Baystate Wealth Management first reported a position in QYLD in Q2 2021 and has held it in 3 quarters since. 372 funds tracked by Wall St. Rank hold QYLD as of Q4 2023.

  • Baystate Wealth Management held 538 shares of Global X NASDAQ-100 Covered Call ETF worth $9.34K as of Q4 2023.
  • Global X NASDAQ-100 Covered Call ETF was a new Baystate Wealth Management position in Q4 2023.
  • Global X NASDAQ-100 Covered Call ETF made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #736 holding.
  • Baystate Wealth Management first reported a position in Global X NASDAQ-100 Covered Call ETF in Q2 2021 and has held it in 3 quarters since.
  • 372 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.