Newbridge Financial Services Group’s Global X Nasdaq 100 Covered Call & Growth ETF QYLG Stock Holding History

Newbridge Financial Services Group’s Portfolio QYLG Stock Details QYLG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-900	Closed	-$22.8K	–	1428
2023 Q1	$22.8K	Sell	900 -80	-8%	-$1.91K	0.01%	670
2022 Q4	$21.7K	Hold	980	–	–	0.01%	694
2022 Q3	$22K	Sell	980 -1,775	-64%	-$43.9K	0.01%	671
2022 Q2	$66K	Buy	2,755 +755	+38%	+$19.6K	0.04%	346
2022 Q1	$59K	Buy	+2,000	New	+$58.2K	0.03%	432

Other funds holding QYLG

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

KCM

KLK Capital Management Los Angeles, California $74.7M AUM 13.54% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

CWM

Collaborative Wealth Management Lake Mary, Florida $218M AUM 14.42% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Newbridge Financial Services Group's QYLG Position: Q2 2023 in Review

Newbridge Financial Services Group sold out of Global X Nasdaq 100 Covered Call & Growth ETF (QYLG) in Q2 2023, closing a stake of 900 shares — an estimated $22.8K sold.

Newbridge Financial Services Group first reported a position in QYLG in Q1 2022 and held it in 5 quarters. The position peaked at $66K in Q2 2022. 21 funds tracked by Wall St. Rank hold QYLG as of Q2 2023.

Newbridge Financial Services Group reported no remaining Global X Nasdaq 100 Covered Call & Growth ETF position as of Q2 2023 after selling out during the quarter.
Newbridge Financial Services Group sold 900 Global X Nasdaq 100 Covered Call & Growth ETF shares in Q2 2023, an estimated $22.8K.
Newbridge Financial Services Group first reported a position in Global X Nasdaq 100 Covered Call & Growth ETF in Q1 2022 and held it in 5 quarters.
Newbridge Financial Services Group's Global X Nasdaq 100 Covered Call & Growth ETF position peaked at $66K in Q2 2022.
21 funds tracked by Wall St. Rank held Global X Nasdaq 100 Covered Call & Growth ETF as of Q2 2023.

Based on Newbridge Financial Services Group's 13F filing for Q2 2023, filed 21 Jul 2023.