Key Financial Inc’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Key Financial Inc’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 Q1	–	Sell	-200	Closed	-$3.13K	–	1207
2022 Q4	$3.13K	Hold	200	–	–	﹤0.01%	875
2022 Q3	$3K	Hold	200	–	–	﹤0.01%	905
2022 Q2	$4K	Hold	200	–	–	﹤0.01%	852
2022 Q1	$4K	Buy	+200	New	+$4.13K	﹤0.01%	838

Other funds holding QYLD

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

NAM

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

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

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

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

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

RJFSA

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

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

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

Key Financial Inc's QYLD Position: Q1 2023 in Review

Key Financial Inc sold out of Global X NASDAQ-100 Covered Call ETF (QYLD) in Q1 2023, closing a stake of 200 shares — an estimated $3.13K sold.

Key Financial Inc first reported a position in QYLD in Q1 2022 and held it in 4 quarters. The position peaked at $4K in Q2 2022. 318 funds tracked by Wall St. Rank hold QYLD as of Q1 2023.

Key Financial Inc reported no remaining Global X NASDAQ-100 Covered Call ETF position as of Q1 2023 after selling out during the quarter.
Key Financial Inc sold 200 Global X NASDAQ-100 Covered Call ETF shares in Q1 2023, an estimated $3.13K.
Key Financial Inc first reported a position in Global X NASDAQ-100 Covered Call ETF in Q1 2022 and held it in 4 quarters.
Key Financial Inc's Global X NASDAQ-100 Covered Call ETF position peaked at $4K in Q2 2022.
318 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q1 2023.

Based on Key Financial Inc's 13F filing for Q1 2023, filed 2 May 2023.