Boston Financial Management’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Boston Financial 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
2024 Q4	$263K	Buy	14,413 +2,462	+21%	+$45K	0.01%	303
2024 Q3	$216K	Buy	11,951 +464	+4%	+$8.19K	0.01%	314
2024 Q2	$203K	Buy	11,487 +216	+2%	+$3.81K	0.01%	321
2024 Q1	$202K	Buy	+11,271	New	+$200K	0.01%	326

Other funds holding QYLD

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Boston Financial Management's QYLD Position: Q4 2024 in Review

Boston Financial Management increased its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 21% in Q4 2024, buying an estimated $45K and bringing the position to 14,413 shares worth $263K. The position accounts for 0.01% of the portfolio, ranked #303.

Boston Financial Management first reported a position in QYLD in Q1 2024 and has held it in 4 quarters since. 431 funds tracked by Wall St. Rank hold QYLD as of Q4 2024.

Boston Financial Management held 14,413 shares of Global X NASDAQ-100 Covered Call ETF worth $263K as of Q4 2024.
Boston Financial Management bought 2,462 Global X NASDAQ-100 Covered Call ETF shares in Q4 2024, an estimated $45K.
Global X NASDAQ-100 Covered Call ETF made up 0.01% of Boston Financial Management's portfolio in Q4 2024, its #303 holding.
Boston Financial Management first reported a position in Global X NASDAQ-100 Covered Call ETF in Q1 2024 and has held it in 4 quarters since.
431 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q4 2024.

Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.