HBC Financial Services’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

HBC Financial Services’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
2023 Q2	–	Sell	-1,500	Closed	-$25K	–	204
2023 Q1	$25K	Buy	+1,500	New	+$25K	0.02%	104

Other funds holding QYLD

NAM

Nissay Asset Management Tokyo, Japan $23.7B AUM 45.95% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RJFSA

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

HCPC

Hamilton Capital Partners (Canada) Toronto $3.45B AUM 58.23% 1-Year Est. Return

HBC Financial Services's QYLD Position: Q2 2023 in Review

HBC Financial Services sold out of Global X NASDAQ-100 Covered Call ETF (QYLD) in Q2 2023, closing a stake of 1,500 shares — an estimated $25K sold.

HBC Financial Services first reported a position in QYLD in Q1 2023 and held it in 1 quarter. The position peaked at $25K in Q1 2023. 334 funds tracked by Wall St. Rank hold QYLD as of Q2 2023.

HBC Financial Services reported no remaining Global X NASDAQ-100 Covered Call ETF position as of Q2 2023 after selling out during the quarter.
HBC Financial Services sold 1,500 Global X NASDAQ-100 Covered Call ETF shares in Q2 2023, an estimated $25K.
HBC Financial Services first reported a position in Global X NASDAQ-100 Covered Call ETF in Q1 2023 and held it in 1 quarter.
HBC Financial Services's Global X NASDAQ-100 Covered Call ETF position peaked at $25K in Q1 2023.
334 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q2 2023.

Based on HBC Financial Services's 13F filing for Q2 2023, filed 27 Jul 2023.