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QQQY icon

Global Retirement Partners’s Tidal Trust II Defiance Nasdaq 100 Weekly Distribution ETF QQQY Stock Holding History

Global Retirement Partners’s Portfolio QQQY Stock Details QQQY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-100
Closed -$5.3K – 3464
2023
Q4 		$5.3K Buy
+100
New +$5.46K ﹤0.01% 2301

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SI
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ZF
Zega Financial Palm Beach Gardens, Florida $660M AUM 26.94% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Global Retirement Partners's QQQY Position: Q1 2024 in Review

Global Retirement Partners sold out of Tidal Trust II Defiance Nasdaq 100 Weekly Distribution ETF (QQQY) in Q1 2024, closing a stake of 100 shares — an estimated $5.3K sold.

Global Retirement Partners first reported a position in QQQY in Q4 2023 and held it in 1 quarter. The position peaked at $5.3K in Q4 2023. 24 funds tracked by Wall St. Rank hold QQQY as of Q1 2024.

  • Global Retirement Partners reported no remaining Tidal Trust II Defiance Nasdaq 100 Weekly Distribution ETF position as of Q1 2024 after selling out during the quarter.
  • Global Retirement Partners sold 100 Tidal Trust II Defiance Nasdaq 100 Weekly Distribution ETF shares in Q1 2024, an estimated $5.3K.
  • Global Retirement Partners first reported a position in Tidal Trust II Defiance Nasdaq 100 Weekly Distribution ETF in Q4 2023 and held it in 1 quarter.
  • Global Retirement Partners's Tidal Trust II Defiance Nasdaq 100 Weekly Distribution ETF position peaked at $5.3K in Q4 2023.
  • 24 funds tracked by Wall St. Rank held Tidal Trust II Defiance Nasdaq 100 Weekly Distribution ETF as of Q1 2024.

Based on Global Retirement Partners's 13F filing for Q1 2024, filed 23 Apr 2024.