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

Herold 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
2022
Q3 		– Sell
-12,310
Closed -$215K – 195
2022
Q2 		$215K Sell
12,310
-5,000
-29% -$94.2K 0.1% 184
2022
Q1 		$363K Sell
17,310
-6,250
-27% -$129K 0.13% 147
2021
Q4 		$522K Hold
23,560
– – 0.2% 122
2021
Q3 		$519K Buy
+23,560
New +$534K 0.2% 125

Other funds holding QYLD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CW
Cook Wealth Raleigh, North Carolina $206M AUM 4.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Herold Advisors's QYLD Position: Q3 2022 in Review

Herold Advisors sold out of Global X NASDAQ-100 Covered Call ETF (QYLD) in Q3 2022, closing a stake of 12,310 shares — an estimated $215K sold.

Herold Advisors first reported a position in QYLD in Q3 2021 and held it in 4 quarters. The position peaked at $522K in Q4 2021. 304 funds tracked by Wall St. Rank hold QYLD as of Q3 2022.

  • Herold Advisors reported no remaining Global X NASDAQ-100 Covered Call ETF position as of Q3 2022 after selling out during the quarter.
  • Herold Advisors sold 12,310 Global X NASDAQ-100 Covered Call ETF shares in Q3 2022, an estimated $215K.
  • Herold Advisors first reported a position in Global X NASDAQ-100 Covered Call ETF in Q3 2021 and held it in 4 quarters.
  • Herold Advisors's Global X NASDAQ-100 Covered Call ETF position peaked at $522K in Q4 2021.
  • 304 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q3 2022.

Based on Herold Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.