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

Future Financial 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
2024 Q1	–	Sell	-17,892	Closed	-$310K	–	507
2023 Q4	$310K	Hold	17,892	–	–	0.31%	73
2023 Q3	$300K	Sell	17,892 -75	-0.4%	-$1.32K	0.33%	75
2023 Q2	$319K	Hold	17,967	–	–	0.34%	73
2023 Q1	$309K	Buy	17,967 +5,921	+49%	+$98.7K	0.34%	76
2022 Q4	$192K	Sell	12,046 -2,335	-16%	-$37.7K	0.22%	104
2022 Q3	$251K	Buy	14,381 +3,637	+34%	+$63.8K	0.29%	89
2022 Q2	$225K	Hold	10,744	–	–	0.22%	114
2022 Q1	$225K	Buy	10,744 +3,762	+54%	+$77.7K	0.19%	114
2021 Q4	$156K	Buy	+6,982	New	+$158K	0.12%	144

Other funds holding QYLD

NAM

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

RJFSA

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Future Financial Wealth Management's QYLD Position: Q1 2024 in Review

Future Financial Wealth Management sold out of Global X NASDAQ-100 Covered Call ETF (QYLD) in Q1 2024, closing a stake of 17,892 shares — an estimated $310K sold.

Future Financial Wealth Management first reported a position in QYLD in Q4 2021 and held it in 9 quarters. The position peaked at $319K in Q2 2023. 372 funds tracked by Wall St. Rank hold QYLD as of Q1 2024.

Future Financial Wealth Management reported no remaining Global X NASDAQ-100 Covered Call ETF position as of Q1 2024 after selling out during the quarter.
Future Financial Wealth Management sold 17,892 Global X NASDAQ-100 Covered Call ETF shares in Q1 2024, an estimated $310K.
Future Financial Wealth Management first reported a position in Global X NASDAQ-100 Covered Call ETF in Q4 2021 and held it in 9 quarters.
Future Financial Wealth Management's Global X NASDAQ-100 Covered Call ETF position peaked at $319K in Q2 2023.
372 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q1 2024.

Based on Future Financial Wealth Management's 13F filing for Q1 2024, filed 15 Apr 2024.