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Pin Oak Investment Advisors’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Pin Oak Investment Advisors’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
-13
Closed – – 496
2024
Q2 		$0 Buy
+13
New +$230 ﹤0.01% 480

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

Pin Oak Investment Advisors's QYLD Position: Q3 2024 in Review

Pin Oak Investment Advisors sold out of Global X NASDAQ-100 Covered Call ETF (QYLD) in Q3 2024, closing a stake of 13 shares.

Pin Oak Investment Advisors first reported a position in QYLD in Q2 2024 and held it in 1 quarter. The position peaked at $0 in Q2 2024. 384 funds tracked by Wall St. Rank hold QYLD as of Q3 2024.

  • Pin Oak Investment Advisors reported no remaining Global X NASDAQ-100 Covered Call ETF position as of Q3 2024 after selling out during the quarter.
  • Pin Oak Investment Advisors sold 13 Global X NASDAQ-100 Covered Call ETF shares in Q3 2024.
  • Pin Oak Investment Advisors first reported a position in Global X NASDAQ-100 Covered Call ETF in Q2 2024 and held it in 1 quarter.
  • Pin Oak Investment Advisors's Global X NASDAQ-100 Covered Call ETF position peaked at $0 in Q2 2024.
  • 384 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q3 2024.

Based on Pin Oak Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.