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Mendota Financial Group’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Mendota Financial 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
-19
Closed -$330 – 375
2023
Q4 		$330 Hold
19
– – ﹤0.01% 360
2023
Q3 		$319 Hold
19
– – ﹤0.01% 283
2023
Q2 		$338 Hold
19
– – ﹤0.01% 285
2023
Q1 		$399 Hold
19
– – ﹤0.01% 293
2022
Q4 		$302 Buy
+19
New +$307 ﹤0.01% 294

Other funds holding QYLD

NAM
Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Carson Wealth (CWM LLC)
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mendota Financial Group's QYLD Position: Q1 2024 in Review

Mendota Financial Group sold out of Global X NASDAQ-100 Covered Call ETF (QYLD) in Q1 2024, closing a stake of 19 shares — an estimated $330 sold.

Mendota Financial Group first reported a position in QYLD in Q4 2022 and held it in 5 quarters. The position peaked at $399 in Q1 2023. 372 funds tracked by Wall St. Rank hold QYLD as of Q1 2024.

  • Mendota Financial Group reported no remaining Global X NASDAQ-100 Covered Call ETF position as of Q1 2024 after selling out during the quarter.
  • Mendota Financial Group sold 19 Global X NASDAQ-100 Covered Call ETF shares in Q1 2024, an estimated $330.
  • Mendota Financial Group first reported a position in Global X NASDAQ-100 Covered Call ETF in Q4 2022 and held it in 5 quarters.
  • Mendota Financial Group's Global X NASDAQ-100 Covered Call ETF position peaked at $399 in Q1 2023.
  • 372 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q1 2024.

Based on Mendota Financial Group's 13F filing for Q1 2024, filed 25 Apr 2024.