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Capital Performance Advisors’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Capital Performance Advisors’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
-18,039
Closed -$378K – 58
2022
Q1 		$378K Buy
18,039
+1
+0% +$21 0.22% 24
2021
Q4 		$359K Buy
+18,038
New +$407K 0.22% 25

Other funds holding QYLD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CW
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
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 Performance Advisors's QYLD Position: Q2 2022 in Review

Capital Performance Advisors sold out of Global X NASDAQ-100 Covered Call ETF (QYLD) in Q2 2022, closing a stake of 18,039 shares — an estimated $378K sold.

Capital Performance Advisors first reported a position in QYLD in Q4 2021 and held it in 2 quarters. The position peaked at $378K in Q1 2022. 306 funds tracked by Wall St. Rank hold QYLD as of Q2 2022.

  • Capital Performance Advisors reported no remaining Global X NASDAQ-100 Covered Call ETF position as of Q2 2022 after selling out during the quarter.
  • Capital Performance Advisors sold 18,039 Global X NASDAQ-100 Covered Call ETF shares in Q2 2022, an estimated $378K.
  • Capital Performance Advisors first reported a position in Global X NASDAQ-100 Covered Call ETF in Q4 2021 and held it in 2 quarters.
  • Capital Performance Advisors's Global X NASDAQ-100 Covered Call ETF position peaked at $378K in Q1 2022.
  • 306 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q2 2022.

Based on Capital Performance Advisors's 13F filing for Q2 2022, filed 26 Jul 2022.