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Capital Investment Advisory Services’s Global X Nasdaq 100 Covered Call & Growth ETF QYLG Stock Holding History

Capital Investment Advisory Services’s Portfolio QYLG Stock Details QYLG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-667
Closed -$21.4K – 990
2024
Q3 		$21.4K Hold
667
– – ﹤0.01% 784
2024
Q2 		$21K Hold
667
– – ﹤0.01% 764
2024
Q1 		$20.4K Buy
+667
New +$19.9K ﹤0.01% 757

Other funds holding QYLG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
CMMS
Comprehensive Money Management Services Coral Gables, Florida $152M AUM 20.08% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Capital Investment Advisory Services's QYLG Position: Q4 2024 in Review

Capital Investment Advisory Services sold out of Global X Nasdaq 100 Covered Call & Growth ETF (QYLG) in Q4 2024, closing a stake of 667 shares — an estimated $21.4K sold.

Capital Investment Advisory Services first reported a position in QYLG in Q1 2024 and held it in 3 quarters. The position peaked at $21.4K in Q3 2024. 35 funds tracked by Wall St. Rank hold QYLG as of Q4 2024.

  • Capital Investment Advisory Services reported no remaining Global X Nasdaq 100 Covered Call & Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Capital Investment Advisory Services sold 667 Global X Nasdaq 100 Covered Call & Growth ETF shares in Q4 2024, an estimated $21.4K.
  • Capital Investment Advisory Services first reported a position in Global X Nasdaq 100 Covered Call & Growth ETF in Q1 2024 and held it in 3 quarters.
  • Capital Investment Advisory Services's Global X Nasdaq 100 Covered Call & Growth ETF position peaked at $21.4K in Q3 2024.
  • 35 funds tracked by Wall St. Rank held Global X Nasdaq 100 Covered Call & Growth ETF as of Q4 2024.

Based on Capital Investment Advisory Services's 13F filing for Q4 2024, filed 23 Jan 2025.