Bruderman Asset Management’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Bruderman Asset 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
2021 Q4	–	Sell	-29,546	Closed	-$652K	–	120
2021 Q3	$652K	Buy	+29,546	New	+$669K	0.16%	78
2021 Q2	–	Sell	-25,867	Closed	-$584K	–	107
2021 Q1	$584K	Buy	25,867 +4,931	+24%	+$113K	0.16%	77
2020 Q4	$477K	Buy	20,936 +3,462	+20%	+$76.6K	0.14%	77
2020 Q3	$377K	Sell	17,474 -1,323	-7%	-$28.6K	0.12%	78
2020 Q2	$398K	Buy	18,797 +301	+2%	+$6.11K	0.13%	77
2020 Q1	$350K	Buy	+18,496	New	+$412K	0.14%	73

Other funds holding QYLD

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

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

Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

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

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

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bruderman Asset Management's QYLD Position: Q4 2021 in Review

Bruderman Asset Management sold out of Global X NASDAQ-100 Covered Call ETF (QYLD) in Q4 2021, closing a stake of 29,546 shares — an estimated $652K sold.

Bruderman Asset Management first reported a position in QYLD in Q1 2020 and held it in 6 quarters. The position peaked at $652K in Q3 2021. 273 funds tracked by Wall St. Rank hold QYLD as of Q4 2021.

Bruderman Asset Management reported no remaining Global X NASDAQ-100 Covered Call ETF position as of Q4 2021 after selling out during the quarter.
Bruderman Asset Management sold 29,546 Global X NASDAQ-100 Covered Call ETF shares in Q4 2021, an estimated $652K.
Bruderman Asset Management first reported a position in Global X NASDAQ-100 Covered Call ETF in Q1 2020 and held it in 6 quarters.
Bruderman Asset Management's Global X NASDAQ-100 Covered Call ETF position peaked at $652K in Q3 2021.
273 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q4 2021.

Based on Bruderman Asset Management's 13F filing for Q4 2021, filed 14 Feb 2022.