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

Ford Financial Group’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 Q1	–	Sell	-69,349	Closed	-$1.1M	–	80
2022 Q4	$1.1M	Sell	69,349 -1,147	-2%	-$18.5K	0.44%	47
2022 Q3	$1.1M	Sell	70,496 -1,264	-2%	-$22.2K	0.46%	48
2022 Q2	$1.25M	Buy	71,760 +5,741	+9%	+$108K	0.51%	43
2022 Q1	$1.38M	Buy	66,019 +4,294	+7%	+$88.7K	0.53%	39
2021 Q4	$1.37K	Buy	61,725 +5,405	+10%	+$122K	0.27%	36
2021 Q3	$1.24M	Buy	56,320 +12,288	+28%	+$278K	0.48%	35
2021 Q2	$987K	Buy	44,032 +2,773	+7%	+$62K	0.37%	39
2021 Q1	$931K	Buy	41,259 +24,966	+153%	+$570K	0.4%	40
2020 Q4	$371K	Buy	16,293 +4,211	+35%	+$93.1K	0.18%	57
2020 Q3	$260K	Buy	+12,082	New	+$261K	0.14%	65

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

NAM

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

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

RJFSA

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

Cook Wealth Raleigh, North Carolina $206M AUM 4.73% 1-Year Est. Return

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

Ford Financial Group's QYLD Position: Q1 2023 in Review

Ford Financial Group sold out of Global X NASDAQ-100 Covered Call ETF (QYLD) in Q1 2023, closing a stake of 69,349 shares — an estimated $1.1M sold.

Ford Financial Group first reported a position in QYLD in Q3 2020 and held it in 10 quarters. The position peaked at $1.38M in Q1 2022. 318 funds tracked by Wall St. Rank hold QYLD as of Q1 2023.

Ford Financial Group reported no remaining Global X NASDAQ-100 Covered Call ETF position as of Q1 2023 after selling out during the quarter.
Ford Financial Group sold 69,349 Global X NASDAQ-100 Covered Call ETF shares in Q1 2023, an estimated $1.1M.
Ford Financial Group first reported a position in Global X NASDAQ-100 Covered Call ETF in Q3 2020 and held it in 10 quarters.
Ford Financial Group's Global X NASDAQ-100 Covered Call ETF position peaked at $1.38M in Q1 2022.
318 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q1 2023.

Based on Ford Financial Group's 13F filing for Q1 2023, filed 11 May 2023.