Empire Financial Management Company’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Empire Financial Management Company’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
2024 Q2	–	Sell	-19,000	Closed	-$340K	–	213
2024 Q1	$340K	Hold	19,000	–	–	0.11%	168
2023 Q4	$329K	Sell	19,000 -9,000	-32%	-$153K	0.13%	160
2023 Q3	$470K	Sell	28,000 -210	-0.7%	-$3.69K	0.2%	124
2023 Q2	$501K	Hold	28,210	–	–	0.2%	121
2023 Q1	$484K	Buy	+28,210	New	+$470K	0.2%	119

Other funds holding QYLD

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

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

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

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

RJFSA

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

GXJ

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Empire Financial Management Company's QYLD Position: Q2 2024 in Review

Empire Financial Management Company sold out of Global X NASDAQ-100 Covered Call ETF (QYLD) in Q2 2024, closing a stake of 19,000 shares — an estimated $340K sold.

Empire Financial Management Company first reported a position in QYLD in Q1 2023 and held it in 5 quarters. The position peaked at $501K in Q2 2023. 393 funds tracked by Wall St. Rank hold QYLD as of Q2 2024.

Empire Financial Management Company reported no remaining Global X NASDAQ-100 Covered Call ETF position as of Q2 2024 after selling out during the quarter.
Empire Financial Management Company sold 19,000 Global X NASDAQ-100 Covered Call ETF shares in Q2 2024, an estimated $340K.
Empire Financial Management Company first reported a position in Global X NASDAQ-100 Covered Call ETF in Q1 2023 and held it in 5 quarters.
Empire Financial Management Company's Global X NASDAQ-100 Covered Call ETF position peaked at $501K in Q2 2023.
393 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q2 2024.

Based on Empire Financial Management Company's 13F filing for Q2 2024, filed 13 Aug 2024.