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Cornerstone Wealth Management’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Cornerstone Wealth Management’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
2018
Q3 		– Sell
-38,841
Closed -$1.6M – 1499
2018
Q2 		$1.6M Buy
+38,841
New +$944K 0.02% 608

Other funds holding QYLD

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
NR
Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Cornerstone Wealth Management's QYLD Position: Q3 2018 in Review

Cornerstone Wealth Management sold out of Global X NASDAQ-100 Covered Call ETF (QYLD) in Q3 2018, closing a stake of 38,841 shares — an estimated $1.6M sold.

Cornerstone Wealth Management first reported a position in QYLD in Q2 2018 and held it in 1 quarter. The position peaked at $1.6M in Q2 2018. 69 funds tracked by Wall St. Rank hold QYLD as of Q3 2018.

  • Cornerstone Wealth Management reported no remaining Global X NASDAQ-100 Covered Call ETF position as of Q3 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 38,841 Global X NASDAQ-100 Covered Call ETF shares in Q3 2018, an estimated $1.6M.
  • Cornerstone Wealth Management first reported a position in Global X NASDAQ-100 Covered Call ETF in Q2 2018 and held it in 1 quarter.
  • Cornerstone Wealth Management's Global X NASDAQ-100 Covered Call ETF position peaked at $1.6M in Q2 2018.
  • 69 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q3 2018.

Based on Cornerstone Wealth Management's 13F filing for Q3 2018, filed 19 Oct 2018.