Perigon Wealth Management’s Global X Nasdaq 100 Covered Call & Growth ETF QYLG Stock Holding History

Perigon Wealth Management’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
2025 Q1	–	Sell	-7,126	Closed	-$202K	–	1086
2024 Q4	$202K	Sell	7,126 -5	-0.1%	-$164	0.01%	982
2024 Q3	$229K	Hold	7,131	–	–	0.01%	887
2024 Q2	$225K	Buy	7,131 +195	+3%	+$5.95K	0.01%	780
2024 Q1	$213K	Buy	+6,936	New	+$207K	0.01%	793

Other funds holding QYLG

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

CMMS

Comprehensive Money Management Services Coral Gables, Florida $152M AUM 20.08% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

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

Perigon Wealth Management's QYLG Position: Q1 2025 in Review

Perigon Wealth Management sold out of Global X Nasdaq 100 Covered Call & Growth ETF (QYLG) in Q1 2025, closing a stake of 7,126 shares — an estimated $202K sold.

Perigon Wealth Management first reported a position in QYLG in Q1 2024 and held it in 4 quarters. The position peaked at $229K in Q3 2024. 35 funds tracked by Wall St. Rank hold QYLG as of Q1 2025.

Perigon Wealth Management reported no remaining Global X Nasdaq 100 Covered Call & Growth ETF position as of Q1 2025 after selling out during the quarter.
Perigon Wealth Management sold 7,126 Global X Nasdaq 100 Covered Call & Growth ETF shares in Q1 2025, an estimated $202K.
Perigon Wealth Management first reported a position in Global X Nasdaq 100 Covered Call & Growth ETF in Q1 2024 and held it in 4 quarters.
Perigon Wealth Management's Global X Nasdaq 100 Covered Call & Growth ETF position peaked at $229K in Q3 2024.
35 funds tracked by Wall St. Rank held Global X Nasdaq 100 Covered Call & Growth ETF as of Q1 2025.

Based on Perigon Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.