FinTrust Capital Advisors’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

FinTrust Capital Advisors’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 Q3	$74.4K	Hold	4,123	–	–	0.01%	493
2024 Q2	$72.9K	Hold	4,123	–	–	0.01%	456
2024 Q1	$73.8K	Hold	4,123	–	–	0.01%	440
2023 Q4	$71.5K	Hold	4,123	–	–	0.01%	417
2023 Q3	$69.1K	Hold	4,123	–	–	0.02%	406
2023 Q2	$65.6K	Hold	4,123	–	–	0.02%	403
2023 Q1	$65.6K	Hold	4,123	–	–	0.02%	401
2022 Q4	$65.6K	Hold	4,123	–	–	0.02%	402
2022 Q3	$66K	Hold	4,123	–	–	0.02%	454
2022 Q2	$75K	Hold	4,123	–	–	0.02%	457
2022 Q1	$86K	Hold	4,123	–	–	0.02%	458
2021 Q4	$91K	Hold	4,123	–	–	0.02%	445
2021 Q3	$91K	Buy	+4,123	New	+$93.4K	0.02%	442

Other funds holding QYLD

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

GXJ

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

NAM

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

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

RJFSA

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

FinTrust Capital Advisors's QYLD Position: Q3 2024 in Review

FinTrust Capital Advisors held its Global X NASDAQ-100 Covered Call ETF (QYLD) position steady in Q3 2024 at 4,123 shares worth $74.4K. The position accounts for 0.01% of the portfolio, ranked #493.

FinTrust Capital Advisors first reported a position in QYLD in Q3 2021 and has held it in 13 quarters since. The position peaked at $91K in Q4 2021. 384 funds tracked by Wall St. Rank hold QYLD as of Q3 2024.

FinTrust Capital Advisors held 4,123 shares of Global X NASDAQ-100 Covered Call ETF worth $74.4K as of Q3 2024.
FinTrust Capital Advisors left its Global X NASDAQ-100 Covered Call ETF share count unchanged in Q3 2024.
Global X NASDAQ-100 Covered Call ETF made up 0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #493 holding.
FinTrust Capital Advisors first reported a position in Global X NASDAQ-100 Covered Call ETF in Q3 2021 and has held it in 13 quarters since.
FinTrust Capital Advisors's Global X NASDAQ-100 Covered Call ETF position peaked at $91K in Q4 2021.
384 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.