Creative Planning
QYLG icon

Creative Planning’s Global X Nasdaq 100 Covered Call & Growth ETF QYLG Stock Holding History

Creative Planning’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
2022
Q1 		– Sell
-10,425
Closed -$332K – 2424
2021
Q4 		$332K Buy
+10,425
New +$343K ﹤0.01% 1555

Other funds holding QYLG

KCM
KLK Capital Management Los Angeles, California $74.7M AUM 13.54% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
APWA
Atlas Private Wealth Advisors Matawan, New Jersey $425M AUM 14.73% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning's QYLG Position: Q1 2022 in Review

Creative Planning sold out of Global X Nasdaq 100 Covered Call & Growth ETF (QYLG) in Q1 2022, closing a stake of 10,425 shares — an estimated $332K sold.

Creative Planning first reported a position in QYLG in Q4 2021 and held it in 1 quarter. The position peaked at $332K in Q4 2021. 13 funds tracked by Wall St. Rank hold QYLG as of Q1 2022.

  • Creative Planning reported no remaining Global X Nasdaq 100 Covered Call & Growth ETF position as of Q1 2022 after selling out during the quarter.
  • Creative Planning sold 10,425 Global X Nasdaq 100 Covered Call & Growth ETF shares in Q1 2022, an estimated $332K.
  • Creative Planning first reported a position in Global X Nasdaq 100 Covered Call & Growth ETF in Q4 2021 and held it in 1 quarter.
  • Creative Planning's Global X Nasdaq 100 Covered Call & Growth ETF position peaked at $332K in Q4 2021.
  • 13 funds tracked by Wall St. Rank held Global X Nasdaq 100 Covered Call & Growth ETF as of Q1 2022.

Based on Creative Planning's 13F filing for Q1 2022, filed 16 May 2022.