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Pathstone Family Office’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Pathstone Family Office’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
Q3 		– Sell
-4,000
Closed -$84K – 954
2020
Q2 		$84K Hold
4,000
– – 0.01% 244
2020
Q1 		$77K Buy
+4,000
New +$89K 0.01% 252

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

Pathstone Family Office's QYLD Position: Q3 2020 in Review

Pathstone Family Office sold out of Global X NASDAQ-100 Covered Call ETF (QYLD) in Q3 2020, closing a stake of 4,000 shares — an estimated $84K sold.

Pathstone Family Office first reported a position in QYLD in Q1 2020 and held it in 2 quarters. The position peaked at $84K in Q2 2020. 128 funds tracked by Wall St. Rank hold QYLD as of Q3 2020.

  • Pathstone Family Office reported no remaining Global X NASDAQ-100 Covered Call ETF position as of Q3 2020 after selling out during the quarter.
  • Pathstone Family Office sold 4,000 Global X NASDAQ-100 Covered Call ETF shares in Q3 2020, an estimated $84K.
  • Pathstone Family Office first reported a position in Global X NASDAQ-100 Covered Call ETF in Q1 2020 and held it in 2 quarters.
  • Pathstone Family Office's Global X NASDAQ-100 Covered Call ETF position peaked at $84K in Q2 2020.
  • 128 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q3 2020.

Based on Pathstone Family Office's 13F filing for Q3 2020, filed 12 Nov 2020.