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LGT Financial Advisors’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

LGT Financial Advisors’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
2024
Q1 		– Sell
-104
Closed -$1.8K – 841
2023
Q4 		$1.8K Buy
104
+2
+2% +$34 ﹤0.01% 799
2023
Q3 		$1.71K Buy
+102
New +$1.79K ﹤0.01% 849

Other funds holding QYLD

NAM
Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LGT Financial Advisors's QYLD Position: Q1 2024 in Review

LGT Financial Advisors sold out of Global X NASDAQ-100 Covered Call ETF (QYLD) in Q1 2024, closing a stake of 104 shares — an estimated $1.8K sold.

LGT Financial Advisors first reported a position in QYLD in Q3 2023 and held it in 2 quarters. The position peaked at $1.8K in Q4 2023. 372 funds tracked by Wall St. Rank hold QYLD as of Q1 2024.

  • LGT Financial Advisors reported no remaining Global X NASDAQ-100 Covered Call ETF position as of Q1 2024 after selling out during the quarter.
  • LGT Financial Advisors sold 104 Global X NASDAQ-100 Covered Call ETF shares in Q1 2024, an estimated $1.8K.
  • LGT Financial Advisors first reported a position in Global X NASDAQ-100 Covered Call ETF in Q3 2023 and held it in 2 quarters.
  • LGT Financial Advisors's Global X NASDAQ-100 Covered Call ETF position peaked at $1.8K in Q4 2023.
  • 372 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q1 2024.

Based on LGT Financial Advisors's 13F filing for Q1 2024, filed 2 May 2024.