Capital Advisory Group Advisory Services’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Capital Advisory Group Advisory Services’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
2022 Q2	–	Sell	-2,200	Closed	-$46K	–	413
2022 Q1	$46K	Buy	+2,200	New	+$45.4K	0.02%	246
2021 Q4	–	Sell	-2,200	Closed	-$49K	–	420
2021 Q3	$49K	Hold	2,200	–	–	0.02%	263
2021 Q2	$49K	Hold	2,200	–	–	0.02%	265
2021 Q1	$50K	Buy	+2,200	New	+$50.2K	0.02%	246

Other funds holding QYLD

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

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

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

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

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Capital Advisory Group Advisory Services's QYLD Position: Q2 2022 in Review

Capital Advisory Group Advisory Services sold out of Global X NASDAQ-100 Covered Call ETF (QYLD) in Q2 2022, closing a stake of 2,200 shares — an estimated $46K sold.

Capital Advisory Group Advisory Services first reported a position in QYLD in Q1 2021 and held it in 4 quarters. The position peaked at $50K in Q1 2021. 306 funds tracked by Wall St. Rank hold QYLD as of Q2 2022.

Capital Advisory Group Advisory Services reported no remaining Global X NASDAQ-100 Covered Call ETF position as of Q2 2022 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 2,200 Global X NASDAQ-100 Covered Call ETF shares in Q2 2022, an estimated $46K.
Capital Advisory Group Advisory Services first reported a position in Global X NASDAQ-100 Covered Call ETF in Q1 2021 and held it in 4 quarters.
Capital Advisory Group Advisory Services's Global X NASDAQ-100 Covered Call ETF position peaked at $50K in Q1 2021.
306 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q2 2022.

Based on Capital Advisory Group Advisory Services's 13F filing for Q2 2022, filed 12 Aug 2022.