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Financial Architects (New Jersey)’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Financial Architects (New Jersey)’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
2020
Q3 		– Sell
-463
Closed -$10K – 645
2020
Q2 		$10K Buy
+463
New +$9.39K ﹤0.01% 651

Other funds holding QYLD

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Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Financial Architects (New Jersey)'s QYLD Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of Global X NASDAQ-100 Covered Call ETF (QYLD) in Q3 2020, closing a stake of 463 shares — an estimated $10K sold.

Financial Architects (New Jersey) first reported a position in QYLD in Q2 2020 and held it in 1 quarter. The position peaked at $10K in Q2 2020. 128 funds tracked by Wall St. Rank hold QYLD as of Q3 2020.

  • Financial Architects (New Jersey) reported no remaining Global X NASDAQ-100 Covered Call ETF position as of Q3 2020 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 463 Global X NASDAQ-100 Covered Call ETF shares in Q3 2020, an estimated $10K.
  • Financial Architects (New Jersey) first reported a position in Global X NASDAQ-100 Covered Call ETF in Q2 2020 and held it in 1 quarter.
  • Financial Architects (New Jersey)'s Global X NASDAQ-100 Covered Call ETF position peaked at $10K in Q2 2020.
  • 128 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.