Insigneo Advisory Services’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Insigneo Advisory 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
2024 Q1	–	Sell	-22,738	Closed	-$397K	–	505
2023 Q4	$397K	Buy	22,738 +476	+2%	+$8.11K	0.06%	277
2023 Q3	$373K	Sell	22,262 -73	-0.3%	-$1.28K	0.08%	240
2023 Q2	$396K	Buy	+22,335	New	+$390K	0.08%	239

Other funds holding QYLD

NAM

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Insigneo Advisory Services's QYLD Position: Q1 2024 in Review

Insigneo Advisory Services sold out of Global X NASDAQ-100 Covered Call ETF (QYLD) in Q1 2024, closing a stake of 22,738 shares — an estimated $397K sold.

Insigneo Advisory Services first reported a position in QYLD in Q2 2023 and held it in 3 quarters. The position peaked at $397K in Q4 2023. 372 funds tracked by Wall St. Rank hold QYLD as of Q1 2024.

Insigneo Advisory Services reported no remaining Global X NASDAQ-100 Covered Call ETF position as of Q1 2024 after selling out during the quarter.
Insigneo Advisory Services sold 22,738 Global X NASDAQ-100 Covered Call ETF shares in Q1 2024, an estimated $397K.
Insigneo Advisory Services first reported a position in Global X NASDAQ-100 Covered Call ETF in Q2 2023 and held it in 3 quarters.
Insigneo Advisory Services's Global X NASDAQ-100 Covered Call ETF position peaked at $397K in Q4 2023.
372 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q1 2024.

Based on Insigneo Advisory Services's 13F filing for Q1 2024, filed 15 May 2024.