Harborview Advisors’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Harborview Advisors’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
2021 Q3	$224K	Buy	10,156 +663	+7%	+$15K	0.13%	99
2021 Q2	$213K	Sell	9,493 -576	-6%	-$12.9K	0.12%	98
2021 Q1	$227K	Buy	10,069 +390	+4%	+$8.9K	0.14%	91
2020 Q4	$221K	Buy	+9,679	New	+$214K	0.15%	90
2020 Q1	–	Sell	-9,105	Closed	-$215K	–	89
2019 Q4	$215K	Buy	+9,105	New	+$211K	0.16%	82

Other funds holding QYLD

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

Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return

Harborview Advisors's QYLD Position: Q3 2021 in Review

Harborview Advisors increased its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 7% in Q3 2021, buying an estimated $15K and bringing the position to 10,156 shares worth $224K. The position accounts for 0.13% of the portfolio, ranked #99.

Harborview Advisors first reported a position in QYLD in Q4 2019 and has held it in 5 quarters since. The position peaked at $227K in Q1 2021. 235 funds tracked by Wall St. Rank hold QYLD as of Q3 2021.

Harborview Advisors held 10,156 shares of Global X NASDAQ-100 Covered Call ETF worth $224K as of Q3 2021.
Harborview Advisors bought 663 Global X NASDAQ-100 Covered Call ETF shares in Q3 2021, an estimated $15K.
Global X NASDAQ-100 Covered Call ETF made up 0.13% of Harborview Advisors's portfolio in Q3 2021, its #99 holding.
Harborview Advisors first reported a position in Global X NASDAQ-100 Covered Call ETF in Q4 2019 and has held it in 5 quarters since.
Harborview Advisors's Global X NASDAQ-100 Covered Call ETF position peaked at $227K in Q1 2021.
235 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q3 2021.

Based on Harborview Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.