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McElhenny Sheffield Capital Management’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

McElhenny Sheffield Capital Management’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
-830
Closed -$13.2K – 496
2022
Q4 		$13.2K Buy
+830
New +$13.4K 0.01% 312

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

McElhenny Sheffield Capital Management's QYLD Position: Q1 2023 in Review

McElhenny Sheffield Capital Management sold out of Global X NASDAQ-100 Covered Call ETF (QYLD) in Q1 2023, closing a stake of 830 shares — an estimated $13.2K sold.

McElhenny Sheffield Capital Management first reported a position in QYLD in Q4 2022 and held it in 1 quarter. The position peaked at $13.2K in Q4 2022. 318 funds tracked by Wall St. Rank hold QYLD as of Q1 2023.

  • McElhenny Sheffield Capital Management reported no remaining Global X NASDAQ-100 Covered Call ETF position as of Q1 2023 after selling out during the quarter.
  • McElhenny Sheffield Capital Management sold 830 Global X NASDAQ-100 Covered Call ETF shares in Q1 2023, an estimated $13.2K.
  • McElhenny Sheffield Capital Management first reported a position in Global X NASDAQ-100 Covered Call ETF in Q4 2022 and held it in 1 quarter.
  • McElhenny Sheffield Capital Management's Global X NASDAQ-100 Covered Call ETF position peaked at $13.2K in Q4 2022.
  • 318 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q1 2023.

Based on McElhenny Sheffield Capital Management's 13F filing for Q1 2023, filed 13 Apr 2023.