FWA
QYLD icon

Freedom Wealth Alliance’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Freedom Wealth Alliance’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
-800
Closed -$12.7K – 359
2022
Q4 		$12.7K Buy
+800
New +$12.9K 0.02% 254

Other funds holding QYLD

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
NAM
Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
UBS Group
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
CW
Cook Wealth Raleigh, North Carolina $206M AUM 4.73% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Freedom Wealth Alliance's QYLD Position: Q1 2023 in Review

Freedom Wealth Alliance sold out of Global X NASDAQ-100 Covered Call ETF (QYLD) in Q1 2023, closing a stake of 800 shares — an estimated $12.7K sold.

Freedom Wealth Alliance first reported a position in QYLD in Q4 2022 and held it in 1 quarter. The position peaked at $12.7K in Q4 2022. 318 funds tracked by Wall St. Rank hold QYLD as of Q1 2023.

  • Freedom Wealth Alliance reported no remaining Global X NASDAQ-100 Covered Call ETF position as of Q1 2023 after selling out during the quarter.
  • Freedom Wealth Alliance sold 800 Global X NASDAQ-100 Covered Call ETF shares in Q1 2023, an estimated $12.7K.
  • Freedom Wealth Alliance first reported a position in Global X NASDAQ-100 Covered Call ETF in Q4 2022 and held it in 1 quarter.
  • Freedom Wealth Alliance's Global X NASDAQ-100 Covered Call ETF position peaked at $12.7K in Q4 2022.
  • 318 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q1 2023.

Based on Freedom Wealth Alliance's 13F filing for Q1 2023, filed 25 Apr 2023.