Gradient Investments’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Gradient Investments’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	–	Hold	0	–	–	–	1225
2023 Q4	–	Hold	0	–	–	–	1827
2023 Q2	–	Sell	-1,154	Closed	-$19.8K	–	1862
2023 Q1	$19.8K	Buy	1,154 +322	+39%	+$5.37K	﹤0.01%	678
2022 Q4	$13.2K	Buy	+832	New	+$13.4K	﹤0.01%	761
2022 Q2	–	Sell	-440	Closed	-$9K	–	1350
2022 Q1	$9K	Buy	+440	New	+$9.08K	﹤0.01%	800
2019 Q3	–	Sell	-1,075	Closed	-$24K	–	1203
2019 Q2	$24K	Buy	+1,075	New	+$24.4K	﹤0.01%	490

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

Gradient Investments's QYLD Position: Q1 2024 in Review

Gradient Investments held its Global X NASDAQ-100 Covered Call ETF (QYLD) position steady in Q1 2024 at 0 shares worth $3. The position accounts for ﹤0.01% of the portfolio, ranked #1225.

Gradient Investments first reported a position in QYLD in Q2 2019 and has held it in 4 quarters since. The position peaked at $24K in Q2 2019. 372 funds tracked by Wall St. Rank hold QYLD as of Q1 2024.

Gradient Investments held 0 shares of Global X NASDAQ-100 Covered Call ETF worth $3 as of Q1 2024.
Gradient Investments left its Global X NASDAQ-100 Covered Call ETF share count unchanged in Q1 2024.
Global X NASDAQ-100 Covered Call ETF made up ﹤0.01% of Gradient Investments's portfolio in Q1 2024, its #1225 holding.
Gradient Investments first reported a position in Global X NASDAQ-100 Covered Call ETF in Q2 2019 and has held it in 4 quarters since.
Gradient Investments's Global X NASDAQ-100 Covered Call ETF position peaked at $24K in Q2 2019.
372 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.