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Burns Matteson Capital Management’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Burns Matteson Capital 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
-14,801
Closed -$327K – 157
2021
Q3 		$327K Buy
+14,801
New +$335K 0.25% 96

Other funds holding QYLD

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
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CW
Cook Wealth Raleigh, North Carolina $206M AUM 4.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Burns Matteson Capital Management's QYLD Position: Q4 2021 in Review

Burns Matteson Capital Management sold out of Global X NASDAQ-100 Covered Call ETF (QYLD) in Q4 2021, closing a stake of 14,801 shares — an estimated $327K sold.

Burns Matteson Capital Management first reported a position in QYLD in Q3 2021 and held it in 1 quarter. The position peaked at $327K in Q3 2021. 273 funds tracked by Wall St. Rank hold QYLD as of Q4 2021.

  • Burns Matteson Capital Management reported no remaining Global X NASDAQ-100 Covered Call ETF position as of Q4 2021 after selling out during the quarter.
  • Burns Matteson Capital Management sold 14,801 Global X NASDAQ-100 Covered Call ETF shares in Q4 2021, an estimated $327K.
  • Burns Matteson Capital Management first reported a position in Global X NASDAQ-100 Covered Call ETF in Q3 2021 and held it in 1 quarter.
  • Burns Matteson Capital Management's Global X NASDAQ-100 Covered Call ETF position peaked at $327K in Q3 2021.
  • 273 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q4 2021.

Based on Burns Matteson Capital Management's 13F filing for Q4 2021, filed 12 Dec 2023.