Householder Group Estate & Retirement Specialist’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Householder Group Estate & Retirement Specialist’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 Q4	–	Sell	-2,271	Closed	-$40K	–	1038
2024 Q3	$40K	Hold	2,271	–	–	0.01%	521
2024 Q2	$40K	Hold	2,271	–	–	0.01%	520
2024 Q1	$40.7K	Sell	2,271 -711	-24%	-$12.6K	0.01%	513
2023 Q4	$51K	Sell	2,982 -238	-7%	-$4.06K	0.02%	454
2023 Q3	$54K	Buy	+3,220	New	+$56.5K	0.02%	434
2023 Q1	$64K	Buy	+3,711	New	+$61.8K	0.02%	390
2022 Q4	–	Sell	-3,519	Closed	-$55K	–	926
2022 Q3	$55K	Buy	+3,519	New	+$61.8K	0.02%	383

Other funds holding QYLD

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

GXJ

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

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

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

Householder Group Estate & Retirement Specialist's QYLD Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Global X NASDAQ-100 Covered Call ETF (QYLD) in Q4 2024, closing a stake of 2,271 shares — an estimated $40K sold.

Householder Group Estate & Retirement Specialist first reported a position in QYLD in Q3 2022 and held it in 7 quarters. The position peaked at $64K in Q1 2023. 431 funds tracked by Wall St. Rank hold QYLD as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining Global X NASDAQ-100 Covered Call ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 2,271 Global X NASDAQ-100 Covered Call ETF shares in Q4 2024, an estimated $40K.
Householder Group Estate & Retirement Specialist first reported a position in Global X NASDAQ-100 Covered Call ETF in Q3 2022 and held it in 7 quarters.
Householder Group Estate & Retirement Specialist's Global X NASDAQ-100 Covered Call ETF position peaked at $64K in Q1 2023.
431 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.