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	Sell	209 -209	-50%	-$3.69K	﹤0.01%	653
2024 Q1	$7.37K	Sell	418 -3,762	-90%	-$66.7K	﹤0.01%	786
2023 Q4	$960K	Buy	4,180 +209	+5%	+$3.56K	0.01%	376
2023 Q3	$957K	Buy	3,971 +3,762	+1,800%	+$66K	0.01%	366
2023 Q2	$4	Buy	+209	New	+$3.65K	﹤0.01%	1593

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

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

Financial Gravity Asset Management reduced its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 50% in Q2 2024, selling an estimated $3.69K and leaving 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 Q2 2023 and has held it in 5 quarters since. The position peaked at $960K in Q4 2023. 393 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 sold 209 Global X NASDAQ-100 Covered Call ETF shares in Q2 2024, an estimated $3.69K.
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 Q2 2023 and has held it in 5 quarters since.
Financial Gravity Asset Management's Global X NASDAQ-100 Covered Call ETF position peaked at $960K in Q4 2023.
393 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.