LA
QYLG icon

Lifeworks Advisors’s Global X Nasdaq 100 Covered Call & Growth ETF QYLG Stock Holding History

Lifeworks Advisors’s Portfolio QYLG Stock Details QYLG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-9,951
Closed -$320K – 320
2024
Q3 		$320K Sell
9,951
-3,847
-28% -$120K 0.06% 218
2024
Q2 		$435K Hold
13,798
– – 0.12% 139
2024
Q1 		$423K Hold
13,798
– – 0.12% 139
2023
Q4 		$399K Hold
13,798
– – 0.14% 131
2023
Q3 		$365K Buy
+13,798
New +$380K 0.14% 141

Other funds holding QYLG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
CMMS
Comprehensive Money Management Services Coral Gables, Florida $152M AUM 20.08% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Lifeworks Advisors's QYLG Position: Q4 2024 in Review

Lifeworks Advisors sold out of Global X Nasdaq 100 Covered Call & Growth ETF (QYLG) in Q4 2024, closing a stake of 9,951 shares — an estimated $320K sold.

Lifeworks Advisors first reported a position in QYLG in Q3 2023 and held it in 5 quarters. The position peaked at $435K in Q2 2024. 35 funds tracked by Wall St. Rank hold QYLG as of Q4 2024.

  • Lifeworks Advisors reported no remaining Global X Nasdaq 100 Covered Call & Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Lifeworks Advisors sold 9,951 Global X Nasdaq 100 Covered Call & Growth ETF shares in Q4 2024, an estimated $320K.
  • Lifeworks Advisors first reported a position in Global X Nasdaq 100 Covered Call & Growth ETF in Q3 2023 and held it in 5 quarters.
  • Lifeworks Advisors's Global X Nasdaq 100 Covered Call & Growth ETF position peaked at $435K in Q2 2024.
  • 35 funds tracked by Wall St. Rank held Global X Nasdaq 100 Covered Call & Growth ETF as of Q4 2024.

Based on Lifeworks Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.