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Financial Perspectives’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Financial Perspectives’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
2022
Q2 		– Sell
-12,194
Closed -$256K – 696
2022
Q1 		$256K Buy
+12,194
New +$252K 0.12% 109

Other funds holding QYLD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CW
Cook Wealth Raleigh, North Carolina $206M AUM 4.73% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Financial Perspectives's QYLD Position: Q2 2022 in Review

Financial Perspectives sold out of Global X NASDAQ-100 Covered Call ETF (QYLD) in Q2 2022, closing a stake of 12,194 shares — an estimated $256K sold.

Financial Perspectives first reported a position in QYLD in Q1 2022 and held it in 1 quarter. The position peaked at $256K in Q1 2022. 306 funds tracked by Wall St. Rank hold QYLD as of Q2 2022.

  • Financial Perspectives reported no remaining Global X NASDAQ-100 Covered Call ETF position as of Q2 2022 after selling out during the quarter.
  • Financial Perspectives sold 12,194 Global X NASDAQ-100 Covered Call ETF shares in Q2 2022, an estimated $256K.
  • Financial Perspectives first reported a position in Global X NASDAQ-100 Covered Call ETF in Q1 2022 and held it in 1 quarter.
  • Financial Perspectives's Global X NASDAQ-100 Covered Call ETF position peaked at $256K in Q1 2022.
  • 306 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q2 2022.

Based on Financial Perspectives's 13F filing for Q2 2022, filed 10 Jan 2024.