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

Financial Gravity Asset Management’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 		$3.69K Hold
209
– – ﹤0.01% 653
2024
Q1 		$3.62K Hold
209
– – ﹤0.01% 616
2023
Q4 		$3.62K Buy
+209
New +$3.56K ﹤0.01% 633

Other funds holding QYLD

NAM
Nissay Asset Management Tokyo, Japan $23.7B AUM 45.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financial Gravity Asset Management's QYLD Position: Q2 2024 in Review

Financial Gravity Asset Management held its Global X NASDAQ-100 Covered Call ETF (QYLD) position steady in Q2 2024 at 209 shares worth $3.69K. The position accounts for ﹤0.01% of the portfolio, ranked #653.

Financial Gravity Asset Management first reported a position in QYLD in Q4 2023 and has held it in 3 quarters since. 395 funds tracked by Wall St. Rank hold QYLD as of Q2 2024.

  • Financial Gravity Asset Management held 209 shares of Global X NASDAQ-100 Covered Call ETF worth $3.69K as of Q2 2024.
  • Financial Gravity Asset Management left its Global X NASDAQ-100 Covered Call ETF share count unchanged in Q2 2024.
  • Global X NASDAQ-100 Covered Call ETF made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q2 2024, its #653 holding.
  • Financial Gravity Asset Management first reported a position in Global X NASDAQ-100 Covered Call ETF in Q4 2023 and has held it in 3 quarters since.
  • 395 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.