Core Wealth Advisors (Florida)’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Core Wealth Advisors (Florida)’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 Q1	–	Sell	-7,016	Closed	-$156K	–	225
2021 Q4	$156K	Buy	7,016 +406	+6%	+$9.16K	0.09%	44
2021 Q3	$146K	Buy	6,610 +471	+8%	+$10.7K	0.1%	50
2021 Q2	$138K	Buy	6,139 +3,195	+109%	+$71.5K	0.09%	45
2021 Q1	$66K	Buy	+2,944	New	+$67.2K	0.06%	53

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

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

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

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

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

WHG

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

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

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

RJFSA

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

Core Wealth Advisors (Florida)'s QYLD Position: Q1 2022 in Review

Core Wealth Advisors (Florida) sold out of Global X NASDAQ-100 Covered Call ETF (QYLD) in Q1 2022, closing a stake of 7,016 shares — an estimated $156K sold.

Core Wealth Advisors (Florida) first reported a position in QYLD in Q1 2021 and held it in 4 quarters. The position peaked at $156K in Q4 2021. 291 funds tracked by Wall St. Rank hold QYLD as of Q1 2022.

Core Wealth Advisors (Florida) reported no remaining Global X NASDAQ-100 Covered Call ETF position as of Q1 2022 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 7,016 Global X NASDAQ-100 Covered Call ETF shares in Q1 2022, an estimated $156K.
Core Wealth Advisors (Florida) first reported a position in Global X NASDAQ-100 Covered Call ETF in Q1 2021 and held it in 4 quarters.
Core Wealth Advisors (Florida)'s Global X NASDAQ-100 Covered Call ETF position peaked at $156K in Q4 2021.
291 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q1 2022.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q1 2022, filed 16 May 2022.