First Foundation Advisors’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

First Foundation 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
2023 Q3	–	Sell	-10,696	Closed	-$190K	–	437
2023 Q2	$190K	Buy	+10,696	New	+$187K	0.01%	388
2021 Q3	–	Sell	-10,544	Closed	-$236K	–	466
2021 Q2	$236K	Buy	+10,544	New	+$236K	0.01%	397

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

First Foundation Advisors's QYLD Position: Q3 2023 in Review

First Foundation Advisors sold out of Global X NASDAQ-100 Covered Call ETF (QYLD) in Q3 2023, closing a stake of 10,696 shares — an estimated $190K sold.

First Foundation Advisors first reported a position in QYLD in Q2 2021 and held it in 2 quarters. The position peaked at $236K in Q2 2021. 340 funds tracked by Wall St. Rank hold QYLD as of Q3 2023.

First Foundation Advisors reported no remaining Global X NASDAQ-100 Covered Call ETF position as of Q3 2023 after selling out during the quarter.
First Foundation Advisors sold 10,696 Global X NASDAQ-100 Covered Call ETF shares in Q3 2023, an estimated $190K.
First Foundation Advisors first reported a position in Global X NASDAQ-100 Covered Call ETF in Q2 2021 and held it in 2 quarters.
First Foundation Advisors's Global X NASDAQ-100 Covered Call ETF position peaked at $236K in Q2 2021.
340 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q3 2023.

Based on First Foundation Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.