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

PFG Private Wealth Management’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
2024
Q3 		– Sell
-1,000
Closed -$17.7K – 253
2024
Q2 		$17.7K Buy
+1,000
New +$17.7K 0.01% 119

Other funds holding QYLD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
NAM
Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PFG Private Wealth Management's QYLD Position: Q3 2024 in Review

PFG Private Wealth Management sold out of Global X NASDAQ-100 Covered Call ETF (QYLD) in Q3 2024, closing a stake of 1,000 shares — an estimated $17.7K sold.

PFG Private Wealth Management first reported a position in QYLD in Q2 2024 and held it in 1 quarter. The position peaked at $17.7K in Q2 2024. 384 funds tracked by Wall St. Rank hold QYLD as of Q3 2024.

  • PFG Private Wealth Management reported no remaining Global X NASDAQ-100 Covered Call ETF position as of Q3 2024 after selling out during the quarter.
  • PFG Private Wealth Management sold 1,000 Global X NASDAQ-100 Covered Call ETF shares in Q3 2024, an estimated $17.7K.
  • PFG Private Wealth Management first reported a position in Global X NASDAQ-100 Covered Call ETF in Q2 2024 and held it in 1 quarter.
  • PFG Private Wealth Management's Global X NASDAQ-100 Covered Call ETF position peaked at $17.7K in Q2 2024.
  • 384 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q3 2024.

Based on PFG Private Wealth Management's 13F filing for Q3 2024, filed 5 Nov 2024.