Legacy Capital Wealth Partners’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Legacy Capital Wealth Partners’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	-65,609	Closed	-$1.04M	–	258
2022 Q4	$1.04M	Buy	65,609 +2,635	+4%	+$42.6K	0.5%	41
2022 Q3	$986K	Buy	62,974 +800	+1%	+$14K	0.52%	35
2022 Q2	$1.09M	Buy	62,174 +931	+2%	+$17.5K	0.55%	31
2022 Q1	$1.28M	Sell	61,243 -2,178	-3%	-$45K	0.55%	31
2021 Q4	$1.34M	Sell	63,421 -1,153,142	-95%	-$26M	0.55%	27
2021 Q3	$1.32M	Buy	+1,216,563	New	+$27.6M	0.52%	37
2021 Q2	–	Sell	-389,367	Closed	-$8.79M	–	63
2021 Q1	$8.79M	Buy	389,367 +31,214	+9%	+$713K	3.63%	9
2020 Q4	$8.17M	Buy	+358,153	New	+$7.92M	3.5%	10

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

Legacy Capital Wealth Partners's QYLD Position: Q1 2023 in Review

Legacy Capital Wealth Partners sold out of Global X NASDAQ-100 Covered Call ETF (QYLD) in Q1 2023, closing a stake of 65,609 shares — an estimated $1.04M sold.

Legacy Capital Wealth Partners first reported a position in QYLD in Q4 2020 and held it in 8 quarters. The position peaked at $8.79M in Q1 2021. 318 funds tracked by Wall St. Rank hold QYLD as of Q1 2023.

Legacy Capital Wealth Partners reported no remaining Global X NASDAQ-100 Covered Call ETF position as of Q1 2023 after selling out during the quarter.
Legacy Capital Wealth Partners sold 65,609 Global X NASDAQ-100 Covered Call ETF shares in Q1 2023, an estimated $1.04M.
Legacy Capital Wealth Partners first reported a position in Global X NASDAQ-100 Covered Call ETF in Q4 2020 and held it in 8 quarters.
Legacy Capital Wealth Partners's Global X NASDAQ-100 Covered Call ETF position peaked at $8.79M in Q1 2021.
318 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q1 2023.

Based on Legacy Capital Wealth Partners's 13F filing for Q1 2023, filed 10 May 2023.