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

HHM Wealth 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
Q1 		– Sell
-2,388
Closed -$53K – 741
2021
Q4 		$53K Hold
2,388
– – 0.01% 302
2021
Q3 		$53K Buy
+2,388
New +$54.1K 0.01% 290

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CW
Cook Wealth Raleigh, North Carolina $206M AUM 4.73% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

HHM Wealth Advisors's QYLD Position: Q1 2022 in Review

HHM Wealth Advisors sold out of Global X NASDAQ-100 Covered Call ETF (QYLD) in Q1 2022, closing a stake of 2,388 shares — an estimated $53K sold.

HHM Wealth Advisors first reported a position in QYLD in Q3 2021 and held it in 2 quarters. The position peaked at $53K in Q4 2021. 291 funds tracked by Wall St. Rank hold QYLD as of Q1 2022.

  • HHM Wealth Advisors reported no remaining Global X NASDAQ-100 Covered Call ETF position as of Q1 2022 after selling out during the quarter.
  • HHM Wealth Advisors sold 2,388 Global X NASDAQ-100 Covered Call ETF shares in Q1 2022, an estimated $53K.
  • HHM Wealth Advisors first reported a position in Global X NASDAQ-100 Covered Call ETF in Q3 2021 and held it in 2 quarters.
  • HHM Wealth Advisors's Global X NASDAQ-100 Covered Call ETF position peaked at $53K in Q4 2021.
  • 291 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q1 2022.

Based on HHM Wealth Advisors's 13F filing for Q1 2022, filed 27 Apr 2022.