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Impact Partnership Wealth’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Impact Partnership Wealth’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
Q4 		– Sell
-1
Closed -$10 – 1044
2023
Q3 		$10 Sell
1
-1,739
-100% -$30.5K ﹤0.01% 985
2023
Q2 		$30.9K Buy
+1,740
New +$30.4K 0.01% 294

Other funds holding QYLD

NAM
Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

Impact Partnership Wealth's QYLD Position: Q4 2023 in Review

Impact Partnership Wealth sold out of Global X NASDAQ-100 Covered Call ETF (QYLD) in Q4 2023, closing a stake of 1 share — an estimated $10 sold.

Impact Partnership Wealth first reported a position in QYLD in Q2 2023 and held it in 2 quarters. The position peaked at $30.9K in Q2 2023. 372 funds tracked by Wall St. Rank hold QYLD as of Q4 2023.

  • Impact Partnership Wealth reported no remaining Global X NASDAQ-100 Covered Call ETF position as of Q4 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 1 Global X NASDAQ-100 Covered Call ETF share in Q4 2023, an estimated $10.
  • Impact Partnership Wealth first reported a position in Global X NASDAQ-100 Covered Call ETF in Q2 2023 and held it in 2 quarters.
  • Impact Partnership Wealth's Global X NASDAQ-100 Covered Call ETF position peaked at $30.9K in Q2 2023.
  • 372 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q4 2023.

Based on Impact Partnership Wealth's 13F filing for Q4 2023, filed 14 Feb 2024.