FEM
QYLD icon

Fulcrum Equity Management’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Fulcrum Equity 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
2019
Q4 		– Sell
-449
Closed -$10K – 195
2019
Q3 		$10K Buy
+449
New +$10.3K 0.01% 135

Other funds holding QYLD

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Fulcrum Equity Management's QYLD Position: Q4 2019 in Review

Fulcrum Equity Management sold out of Global X NASDAQ-100 Covered Call ETF (QYLD) in Q4 2019, closing a stake of 449 shares — an estimated $10K sold.

Fulcrum Equity Management first reported a position in QYLD in Q3 2019 and held it in 1 quarter. The position peaked at $10K in Q3 2019. 108 funds tracked by Wall St. Rank hold QYLD as of Q4 2019.

  • Fulcrum Equity Management reported no remaining Global X NASDAQ-100 Covered Call ETF position as of Q4 2019 after selling out during the quarter.
  • Fulcrum Equity Management sold 449 Global X NASDAQ-100 Covered Call ETF shares in Q4 2019, an estimated $10K.
  • Fulcrum Equity Management first reported a position in Global X NASDAQ-100 Covered Call ETF in Q3 2019 and held it in 1 quarter.
  • Fulcrum Equity Management's Global X NASDAQ-100 Covered Call ETF position peaked at $10K in Q3 2019.
  • 108 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q4 2019.

Based on Fulcrum Equity Management's 13F filing for Q4 2019, filed 12 Feb 2020.