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JD Financial Services’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

JD Financial 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
2021
Q4 		$276K Sell
12,419
-797
-6% -$18K 0.23% 29
2021
Q3 		$292K Buy
+13,216
New +$299K 0.27% 24

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
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JD Financial Services's QYLD Position: Q4 2021 in Review

JD Financial Services reduced its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 6% in Q4 2021, selling an estimated $18K and leaving 12,419 shares worth $276K. The position accounts for 0.23% of the portfolio, ranked #29.

JD Financial Services first reported a position in QYLD in Q3 2021 and has held it in 2 quarters since. The position peaked at $292K in Q3 2021. 273 funds tracked by Wall St. Rank hold QYLD as of Q4 2021.

  • JD Financial Services held 12,419 shares of Global X NASDAQ-100 Covered Call ETF worth $276K as of Q4 2021.
  • JD Financial Services sold 797 Global X NASDAQ-100 Covered Call ETF shares in Q4 2021, an estimated $18K.
  • Global X NASDAQ-100 Covered Call ETF made up 0.23% of JD Financial Services's portfolio in Q4 2021, its #29 holding.
  • JD Financial Services first reported a position in Global X NASDAQ-100 Covered Call ETF in Q3 2021 and has held it in 2 quarters since.
  • JD Financial Services's Global X NASDAQ-100 Covered Call ETF position peaked at $292K in Q3 2021.
  • 273 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q4 2021.

Based on JD Financial Services's 13F filing for Q4 2021, filed 11 Feb 2022.