Lokken Investment Group’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Lokken Investment Group’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	-79,538	Closed	-$1.38M	–	144
2023 Q4	$1.38M	Buy	79,538 +3,705	+5%	+$63.1K	0.78%	31
2023 Q3	$1.27M	Sell	75,833 -844	-1%	-$14.8K	0.83%	31
2023 Q2	$1.36M	Buy	76,677 +4,821	+7%	+$84.1K	0.89%	29
2023 Q1	$1.23M	Buy	71,856 +1,694	+2%	+$28.2K	0.94%	28
2022 Q4	$1.12M	Buy	+70,162	New	+$1.13M	0.88%	29

Other funds holding QYLD

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lokken Investment Group's QYLD Position: Q1 2024 in Review

Lokken Investment Group sold out of Global X NASDAQ-100 Covered Call ETF (QYLD) in Q1 2024, closing a stake of 79,538 shares — an estimated $1.38M sold.

Lokken Investment Group first reported a position in QYLD in Q4 2022 and held it in 5 quarters. The position peaked at $1.38M in Q4 2023. 372 funds tracked by Wall St. Rank hold QYLD as of Q1 2024.

Lokken Investment Group reported no remaining Global X NASDAQ-100 Covered Call ETF position as of Q1 2024 after selling out during the quarter.
Lokken Investment Group sold 79,538 Global X NASDAQ-100 Covered Call ETF shares in Q1 2024, an estimated $1.38M.
Lokken Investment Group first reported a position in Global X NASDAQ-100 Covered Call ETF in Q4 2022 and held it in 5 quarters.
Lokken Investment Group's Global X NASDAQ-100 Covered Call ETF position peaked at $1.38M in Q4 2023.
372 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q1 2024.

Based on Lokken Investment Group's 13F filing for Q1 2024, filed 14 May 2024.