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Focused Wealth Management’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Focused Wealth 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
2020
Q1 		– Sell
-4,391
Closed -$104K – 762
2019
Q4 		$104K Buy
+4,391
New +$102K 0.02% 251

Other funds holding QYLD

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MAP
Milestone Advisory Partners Southern Pines, North Carolina $120M AUM 12.09% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Focused Wealth Management's QYLD Position: Q1 2020 in Review

Focused Wealth Management sold out of Global X NASDAQ-100 Covered Call ETF (QYLD) in Q1 2020, closing a stake of 4,391 shares — an estimated $104K sold.

Focused Wealth Management first reported a position in QYLD in Q4 2019 and held it in 1 quarter. The position peaked at $104K in Q4 2019. 113 funds tracked by Wall St. Rank hold QYLD as of Q1 2020.

  • Focused Wealth Management reported no remaining Global X NASDAQ-100 Covered Call ETF position as of Q1 2020 after selling out during the quarter.
  • Focused Wealth Management sold 4,391 Global X NASDAQ-100 Covered Call ETF shares in Q1 2020, an estimated $104K.
  • Focused Wealth Management first reported a position in Global X NASDAQ-100 Covered Call ETF in Q4 2019 and held it in 1 quarter.
  • Focused Wealth Management's Global X NASDAQ-100 Covered Call ETF position peaked at $104K in Q4 2019.
  • 113 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q1 2020.

Based on Focused Wealth Management's 13F filing for Q1 2020, filed 6 May 2020.