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

Legacy Wealth Planning’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 Q3	$185K	Sell	11,838 -577	-5%	-$10.1K	0.31%	80
2022 Q2	$217K	Buy	12,415 +1,815	+17%	+$34.2K	0.31%	83
2022 Q1	$222K	Buy	10,600 +369	+4%	+$7.62K	0.26%	90
2021 Q4	$227K	Sell	10,231 -3,368	-25%	-$76K	0.26%	84
2021 Q3	$300K	Sell	13,599 -836	-6%	-$18.9K	0.34%	62
2021 Q2	$324K	Buy	14,435 +1,826	+14%	+$40.8K	0.37%	59
2021 Q1	$285K	Buy	+12,609	New	+$288K	0.36%	63

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJFSA

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

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

Legacy Wealth Planning's QYLD Position: Q3 2022 in Review

Legacy Wealth Planning reduced its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 4.6% in Q3 2022, selling an estimated $10.1K and leaving 11,838 shares worth $185K. The position accounts for 0.31% of the portfolio, ranked #80.

Legacy Wealth Planning first reported a position in QYLD in Q1 2021 and has held it in 7 quarters since. The position peaked at $324K in Q2 2021. 304 funds tracked by Wall St. Rank hold QYLD as of Q3 2022.

Legacy Wealth Planning held 11,838 shares of Global X NASDAQ-100 Covered Call ETF worth $185K as of Q3 2022.
Legacy Wealth Planning sold 577 Global X NASDAQ-100 Covered Call ETF shares in Q3 2022, an estimated $10.1K.
Global X NASDAQ-100 Covered Call ETF made up 0.31% of Legacy Wealth Planning's portfolio in Q3 2022, its #80 holding.
Legacy Wealth Planning first reported a position in Global X NASDAQ-100 Covered Call ETF in Q1 2021 and has held it in 7 quarters since.
Legacy Wealth Planning's Global X NASDAQ-100 Covered Call ETF position peaked at $324K in Q2 2021.
304 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q3 2022.

Based on Legacy Wealth Planning's 13F filing for Q3 2022, filed 10 Nov 2022.