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

Merit 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
2023
Q1 		– Sell
-14,667
Closed -$233K – 704
2022
Q4 		$233K Sell
14,667
-148
-1% -$2.39K 0.01% 599
2022
Q3 		$232K Sell
14,815
-13,020
-47% -$228K 0.01% 493
2022
Q2 		$486K Buy
+27,835
New +$524K 0.02% 366

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

Merit Financial Group's QYLD Position: Q1 2023 in Review

Merit Financial Group sold out of Global X NASDAQ-100 Covered Call ETF (QYLD) in Q1 2023, closing a stake of 14,667 shares — an estimated $233K sold.

Merit Financial Group first reported a position in QYLD in Q2 2022 and held it in 3 quarters. The position peaked at $486K in Q2 2022. 318 funds tracked by Wall St. Rank hold QYLD as of Q1 2023.

  • Merit Financial Group reported no remaining Global X NASDAQ-100 Covered Call ETF position as of Q1 2023 after selling out during the quarter.
  • Merit Financial Group sold 14,667 Global X NASDAQ-100 Covered Call ETF shares in Q1 2023, an estimated $233K.
  • Merit Financial Group first reported a position in Global X NASDAQ-100 Covered Call ETF in Q2 2022 and held it in 3 quarters.
  • Merit Financial Group's Global X NASDAQ-100 Covered Call ETF position peaked at $486K in Q2 2022.
  • 318 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q1 2023.

Based on Merit Financial Group's 13F filing for Q1 2023, filed 24 Apr 2023.