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Parcion Private Wealth’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Parcion Private Wealth’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
2020
Q2 		– Sell
-21,660
Closed -$417K – 201
2020
Q1 		$417K Hold
21,660
– – 0.12% 110
2019
Q4 		$511K Buy
+21,660
New +$502K 0.11% 109

Other funds holding QYLD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Parcion Private Wealth's QYLD Position: Q2 2020 in Review

Parcion Private Wealth sold out of Global X NASDAQ-100 Covered Call ETF (QYLD) in Q2 2020, closing a stake of 21,660 shares — an estimated $417K sold.

Parcion Private Wealth first reported a position in QYLD in Q4 2019 and held it in 2 quarters. The position peaked at $511K in Q4 2019. 116 funds tracked by Wall St. Rank hold QYLD as of Q2 2020.

  • Parcion Private Wealth reported no remaining Global X NASDAQ-100 Covered Call ETF position as of Q2 2020 after selling out during the quarter.
  • Parcion Private Wealth sold 21,660 Global X NASDAQ-100 Covered Call ETF shares in Q2 2020, an estimated $417K.
  • Parcion Private Wealth first reported a position in Global X NASDAQ-100 Covered Call ETF in Q4 2019 and held it in 2 quarters.
  • Parcion Private Wealth's Global X NASDAQ-100 Covered Call ETF position peaked at $511K in Q4 2019.
  • 116 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q2 2020.

Based on Parcion Private Wealth's 13F filing for Q2 2020, filed 21 Jul 2020.