Certified Advisory Corp’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Certified Advisory Corp’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
2023 Q1	–	Sell	-29,034	Closed	-$462K	–	281
2022 Q4	$462K	Buy	29,034 +260	+0.9%	+$4.2K	0.09%	164
2022 Q3	$451K	Buy	28,774 +6,799	+31%	+$119K	0.1%	158
2022 Q2	$384K	Buy	21,975 +1,556	+8%	+$29.3K	0.09%	160
2022 Q1	$428K	Buy	20,419 +782	+4%	+$16.1K	0.09%	158
2021 Q4	$436K	Buy	19,637 +1,209	+7%	+$27.3K	0.1%	165
2021 Q3	$407K	Sell	18,428 -1,384	-7%	-$31.4K	0.1%	163
2021 Q2	$444K	Buy	19,812 +401	+2%	+$8.97K	0.11%	156
2021 Q1	$438K	Buy	+19,411	New	+$443K	0.11%	146
2020 Q2	$522K	Buy	24,852 +205	+0.8%	+$4.16K	0.17%	119
2020 Q1	$475K	Sell	24,647 -144	-0.6%	-$3.21K	0.19%	109
2019 Q4	$585K	Sell	24,791 -1,807	-7%	-$41.9K	0.19%	107
2019 Q3	$601K	Buy	26,598 +198	+0.8%	+$4.53K	0.21%	99
2019 Q2	$602K	Buy	26,400 +1,765	+7%	+$40K	0.22%	96
2019 Q1	$559K	Buy	24,635 +7,475	+44%	+$166K	0.23%	92
2018 Q4	$366K	Buy	17,160 +5,182	+43%	+$120K	0.19%	108
2018 Q3	$301K	Buy	11,978 +6,000	+100%	+$150K	0.14%	120
2018 Q2	$144K	Buy	+5,978	New	+$145K	0.08%	162

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

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

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

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

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

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

RJFSA

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

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

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

Certified Advisory Corp's QYLD Position: Q1 2023 in Review

Certified Advisory Corp sold out of Global X NASDAQ-100 Covered Call ETF (QYLD) in Q1 2023, closing a stake of 29,034 shares — an estimated $462K sold.

Certified Advisory Corp first reported a position in QYLD in Q2 2018 and held it in 17 quarters. The position peaked at $602K in Q2 2019. 318 funds tracked by Wall St. Rank hold QYLD as of Q1 2023.

Certified Advisory Corp reported no remaining Global X NASDAQ-100 Covered Call ETF position as of Q1 2023 after selling out during the quarter.
Certified Advisory Corp sold 29,034 Global X NASDAQ-100 Covered Call ETF shares in Q1 2023, an estimated $462K.
Certified Advisory Corp first reported a position in Global X NASDAQ-100 Covered Call ETF in Q2 2018 and held it in 17 quarters.
Certified Advisory Corp's Global X NASDAQ-100 Covered Call ETF position peaked at $602K in Q2 2019.
318 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q1 2023.

Based on Certified Advisory Corp's 13F filing for Q1 2023, filed 15 May 2023.