Mariner Independent Advisor Network’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Mariner Independent Advisor Network’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	$1.83M	Sell	116,619 -8,188	-7%	-$144K	0.08%	256
2022 Q2	$2.21M	Buy	124,807 +18,601	+18%	+$350K	0.09%	224
2022 Q1	$2.23M	Buy	106,206 +49,882	+89%	+$1.03M	0.09%	239
2021 Q4	$1.25M	Buy	56,324 +29,652	+111%	+$669K	0.06%	301
2021 Q3	$588K	Buy	+26,672	New	+$604K	0.03%	382

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

Mariner Independent Advisor Network's QYLD Position: Q3 2022 in Review

Mariner Independent Advisor Network reduced its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 6.6% in Q3 2022, selling an estimated $144K and leaving 116,619 shares worth $1.83M. The position accounts for 0.08% of the portfolio, ranked #256.

Mariner Independent Advisor Network first reported a position in QYLD in Q3 2021 and has held it in 5 quarters since. The position peaked at $2.23M in Q1 2022. 304 funds tracked by Wall St. Rank hold QYLD as of Q3 2022.

Mariner Independent Advisor Network held 116,619 shares of Global X NASDAQ-100 Covered Call ETF worth $1.83M as of Q3 2022.
Mariner Independent Advisor Network sold 8,188 Global X NASDAQ-100 Covered Call ETF shares in Q3 2022, an estimated $144K.
Global X NASDAQ-100 Covered Call ETF made up 0.08% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #256 holding.
Mariner Independent Advisor Network first reported a position in Global X NASDAQ-100 Covered Call ETF in Q3 2021 and has held it in 5 quarters since.
Mariner Independent Advisor Network's Global X NASDAQ-100 Covered Call ETF position peaked at $2.23M in Q1 2022.
304 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.