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Bell Rock Capital’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Bell Rock Capital’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
2019
Q2 		– Sell
-8,000
Closed -$181K – 443
2019
Q1 		$181K Hold
8,000
– – 0.1% 131
2018
Q4 		$170K Buy
8,000
+1,000
+14% +$23.3K 0.11% 121
2018
Q3 		$176K Buy
+7,000
New +$175K 0.09% 142

Other funds holding QYLD

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HIM
Hanlon Investment Management Egg Harbor Township, New Jersey $181M AUM 27.95% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Bell Rock Capital's QYLD Position: Q2 2019 in Review

Bell Rock Capital sold out of Global X NASDAQ-100 Covered Call ETF (QYLD) in Q2 2019, closing a stake of 8,000 shares — an estimated $181K sold.

Bell Rock Capital first reported a position in QYLD in Q3 2018 and held it in 3 quarters. The position peaked at $181K in Q1 2019. 84 funds tracked by Wall St. Rank hold QYLD as of Q2 2019.

  • Bell Rock Capital reported no remaining Global X NASDAQ-100 Covered Call ETF position as of Q2 2019 after selling out during the quarter.
  • Bell Rock Capital sold 8,000 Global X NASDAQ-100 Covered Call ETF shares in Q2 2019, an estimated $181K.
  • Bell Rock Capital first reported a position in Global X NASDAQ-100 Covered Call ETF in Q3 2018 and held it in 3 quarters.
  • Bell Rock Capital's Global X NASDAQ-100 Covered Call ETF position peaked at $181K in Q1 2019.
  • 84 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q2 2019.

Based on Bell Rock Capital's 13F filing for Q2 2019, filed 31 Jul 2019.