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

First Manhattan’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 Q4	–	Sell	-3,000	Closed	-$46K	–	1765
2022 Q3	$46K	Hold	3,000	–	–	﹤0.01%	947
2022 Q2	$52K	Hold	3,000	–	–	﹤0.01%	966
2022 Q1	$62K	Hold	3,000	–	–	﹤0.01%	970
2021 Q4	$66K	Buy	3,000 +2,000	+200%	+$45.1K	﹤0.01%	943
2021 Q3	$22K	Hold	1,000	–	–	﹤0.01%	1153
2021 Q2	$22K	Buy	+1,000	New	+$22.4K	﹤0.01%	1148

Other funds holding QYLD

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NAM

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

First Manhattan's QYLD Position: Q4 2022 in Review

First Manhattan sold out of Global X NASDAQ-100 Covered Call ETF (QYLD) in Q4 2022, closing a stake of 3,000 shares — an estimated $46K sold.

First Manhattan first reported a position in QYLD in Q2 2021 and held it in 6 quarters. The position peaked at $66K in Q4 2021. 314 funds tracked by Wall St. Rank hold QYLD as of Q4 2022.

First Manhattan reported no remaining Global X NASDAQ-100 Covered Call ETF position as of Q4 2022 after selling out during the quarter.
First Manhattan sold 3,000 Global X NASDAQ-100 Covered Call ETF shares in Q4 2022, an estimated $46K.
First Manhattan first reported a position in Global X NASDAQ-100 Covered Call ETF in Q2 2021 and held it in 6 quarters.
First Manhattan's Global X NASDAQ-100 Covered Call ETF position peaked at $66K in Q4 2021.
314 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q4 2022.

Based on First Manhattan's 13F filing for Q4 2022, filed 14 Feb 2023.