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

Legacy Wealth Partners (California)’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
Q2 		$341K Buy
15,222
+862
+6% +$19.3K 0.19% 76
2021
Q1 		$324K Sell
14,360
-3,560
-20% -$81.3K 0.19% 69
2020
Q4 		$409K Buy
17,920
+3,194
+22% +$70.6K 0.26% 68
2020
Q3 		$318K Buy
14,726
+1,373
+10% +$29.6K 0.22% 73
2020
Q2 		$280K Sell
13,353
-1,428
-10% -$29K 0.21% 80
2020
Q1 		$285K Buy
14,781
+1,365
+10% +$30.4K 0.27% 69
2019
Q4 		$321K Buy
+13,416
New +$311K 0.23% 79

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Legacy Wealth Partners (California)'s QYLD Position: Q2 2021 in Review

Legacy Wealth Partners (California) increased its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 6% in Q2 2021, buying an estimated $19.3K and bringing the position to 15,222 shares worth $341K. The position accounts for 0.19% of the portfolio, ranked #76.

Legacy Wealth Partners (California) first reported a position in QYLD in Q4 2019 and has held it in 7 quarters since. The position peaked at $409K in Q4 2020. 216 funds tracked by Wall St. Rank hold QYLD as of Q2 2021.

  • Legacy Wealth Partners (California) held 15,222 shares of Global X NASDAQ-100 Covered Call ETF worth $341K as of Q2 2021.
  • Legacy Wealth Partners (California) bought 862 Global X NASDAQ-100 Covered Call ETF shares in Q2 2021, an estimated $19.3K.
  • Global X NASDAQ-100 Covered Call ETF made up 0.19% of Legacy Wealth Partners (California)'s portfolio in Q2 2021, its #76 holding.
  • Legacy Wealth Partners (California) first reported a position in Global X NASDAQ-100 Covered Call ETF in Q4 2019 and has held it in 7 quarters since.
  • Legacy Wealth Partners (California)'s Global X NASDAQ-100 Covered Call ETF position peaked at $409K in Q4 2020.
  • 216 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q2 2021.

Based on Legacy Wealth Partners (California)'s 13F filing for Q2 2021, filed 16 Aug 2021.