Loomis, Sayles & Company
QYLD icon

Loomis, Sayles & Company’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Loomis, Sayles & Company’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
2023
Q1 		– Sell
-138,178
Closed -$2.2M – 1016
2022
Q4 		$2.2M Buy
+138,178
New +$2.23M ﹤0.01% 415

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
NAM
Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CW
Cook Wealth Raleigh, North Carolina $206M AUM 4.73% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Loomis, Sayles & Company's QYLD Position: Q1 2023 in Review

Loomis, Sayles & Company sold out of Global X NASDAQ-100 Covered Call ETF (QYLD) in Q1 2023, closing a stake of 138,178 shares — an estimated $2.2M sold.

Loomis, Sayles & Company first reported a position in QYLD in Q4 2022 and held it in 1 quarter. The position peaked at $2.2M in Q4 2022. 318 funds tracked by Wall St. Rank hold QYLD as of Q1 2023.

  • Loomis, Sayles & Company reported no remaining Global X NASDAQ-100 Covered Call ETF position as of Q1 2023 after selling out during the quarter.
  • Loomis, Sayles & Company sold 138,178 Global X NASDAQ-100 Covered Call ETF shares in Q1 2023, an estimated $2.2M.
  • Loomis, Sayles & Company first reported a position in Global X NASDAQ-100 Covered Call ETF in Q4 2022 and held it in 1 quarter.
  • Loomis, Sayles & Company's Global X NASDAQ-100 Covered Call ETF position peaked at $2.2M in Q4 2022.
  • 318 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q1 2023.

Based on Loomis, Sayles & Company's 13F filing for Q1 2023, filed 11 May 2023.