Destiny Wealth Partners’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Destiny Wealth Partners’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	-680	Closed	-$10.8K	–	528
2022 Q4	$10.8K	Buy	+680	New	+$11K	﹤0.01%	469
2022 Q2	–	Sell	-2,500	Closed	-$52K	–	646
2022 Q1	$52K	Buy	2,500 +2,016	+417%	+$41.6K	0.01%	310
2021 Q4	$11K	Hold	484	–	–	﹤0.01%	438
2021 Q3	$11K	Buy	+484	New	+$11K	﹤0.01%	416
2021 Q2	–	Sell	-484	Closed	-$11K	–	426
2021 Q1	$11K	Hold	484	–	–	﹤0.01%	405
2020 Q4	$11K	Buy	+484	New	+$10.7K	﹤0.01%	403

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

Destiny Wealth Partners's QYLD Position: Q1 2023 in Review

Destiny Wealth Partners sold out of Global X NASDAQ-100 Covered Call ETF (QYLD) in Q1 2023, closing a stake of 680 shares — an estimated $10.8K sold.

Destiny Wealth Partners first reported a position in QYLD in Q4 2020 and held it in 6 quarters. The position peaked at $52K in Q1 2022. 318 funds tracked by Wall St. Rank hold QYLD as of Q1 2023.

Destiny Wealth Partners reported no remaining Global X NASDAQ-100 Covered Call ETF position as of Q1 2023 after selling out during the quarter.
Destiny Wealth Partners sold 680 Global X NASDAQ-100 Covered Call ETF shares in Q1 2023, an estimated $10.8K.
Destiny Wealth Partners first reported a position in Global X NASDAQ-100 Covered Call ETF in Q4 2020 and held it in 6 quarters.
Destiny Wealth Partners's Global X NASDAQ-100 Covered Call ETF position peaked at $52K in Q1 2022.
318 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q1 2023.

Based on Destiny Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.