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David J. Yvars Group’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

David J. Yvars Group’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
2026
Q1 		– Sell
-295,700
Closed -$52.2K – 100
2025
Q4 		$52.2K Buy
+295,700
New +$5.15M 0.03% 91

Other funds holding QYLD

GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $857M AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

David J. Yvars Group's QYLD Position: Q4 2023 in Review

David J. Yvars Group sold out of Global X NASDAQ-100 Covered Call ETF (QYLD) in Q4 2023, closing a stake of 11,034 shares — an estimated $185K sold.

David J. Yvars Group first reported a position in QYLD in Q3 2021 and held it in 9 quarters. The position peaked at $321K in Q1 2022. 372 funds tracked by Wall St. Rank hold QYLD as of Q4 2023.

  • David J. Yvars Group reported no remaining Global X NASDAQ-100 Covered Call ETF position as of Q4 2023 after selling out during the quarter.
  • David J. Yvars Group sold 11,034 Global X NASDAQ-100 Covered Call ETF shares in Q4 2023, an estimated $185K.
  • David J. Yvars Group first reported a position in Global X NASDAQ-100 Covered Call ETF in Q3 2021 and held it in 9 quarters.
  • David J. Yvars Group's Global X NASDAQ-100 Covered Call ETF position peaked at $321K in Q1 2022.
  • 372 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q4 2023.

Based on David J. Yvars Group's 13F filing for Q4 2023, filed 10 Jan 2024.