NEXT Financial Holdings’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

NEXT Financial Holdings’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
2019 Q1	$170K	Buy	+7,500	New	+$166K	0.04%	406

Other funds holding QYLD

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

HIM

Hanlon Investment Management Egg Harbor Township, New Jersey $181M AUM 27.95% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

NEXT Financial Holdings's QYLD Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in Global X NASDAQ-100 Covered Call ETF (QYLD) in Q1 2019: 7,500 shares worth $170K. The stake represents 0.04% of the portfolio and ranks #406 among its holdings.

75 funds tracked by Wall St. Rank hold QYLD as of Q1 2019.

NEXT Financial Holdings held 7,500 shares of Global X NASDAQ-100 Covered Call ETF worth $170K as of Q1 2019.
Global X NASDAQ-100 Covered Call ETF was a new NEXT Financial Holdings position in Q1 2019.
Global X NASDAQ-100 Covered Call ETF made up 0.04% of NEXT Financial Holdings's portfolio in Q1 2019, its #406 holding.
75 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.