Johnson Midwest Financial’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Johnson Midwest Financial’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 Q4	–	Sell	-132	Closed	-$2	–	391
2022 Q3	$2	Buy	132 +4	+3%	+$70	0.01%	302
2022 Q2	$2K	Buy	128 +3	+2%	+$57	﹤0.01%	276
2022 Q1	$3K	Buy	125 +7	+6%	+$145	﹤0.01%	238
2021 Q4	$3K	Buy	118 +2	+2%	+$45	﹤0.01%	255
2021 Q3	$3K	Buy	116 +3	+3%	+$68	﹤0.01%	253
2021 Q2	$3K	Buy	+113	New	+$2.53K	﹤0.01%	239

Other funds holding QYLD

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NAM

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Cook Wealth Raleigh, North Carolina $206M AUM 4.73% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Johnson Midwest Financial's QYLD Position: Q4 2022 in Review

Johnson Midwest Financial sold out of Global X NASDAQ-100 Covered Call ETF (QYLD) in Q4 2022, closing a stake of 132 shares — an estimated $2 sold.

Johnson Midwest Financial first reported a position in QYLD in Q2 2021 and held it in 6 quarters. The position peaked at $3K in Q1 2022. 314 funds tracked by Wall St. Rank hold QYLD as of Q4 2022.

Johnson Midwest Financial reported no remaining Global X NASDAQ-100 Covered Call ETF position as of Q4 2022 after selling out during the quarter.
Johnson Midwest Financial sold 132 Global X NASDAQ-100 Covered Call ETF shares in Q4 2022, an estimated $2.
Johnson Midwest Financial first reported a position in Global X NASDAQ-100 Covered Call ETF in Q2 2021 and held it in 6 quarters.
Johnson Midwest Financial's Global X NASDAQ-100 Covered Call ETF position peaked at $3K in Q1 2022.
314 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q4 2022.

Based on Johnson Midwest Financial's 13F filing for Q4 2022, filed 26 Jan 2023.