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

Prime Capital 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 Q2	–	Sell	-12,365	Closed	-$221K	–	1011
2024 Q1	$221K	Sell	12,365 -1,354	-10%	-$24K	﹤0.01%	891
2023 Q4	$238K	Buy	13,719 +740	+6%	+$12.6K	﹤0.01%	816
2023 Q3	$218K	Buy	12,979 +323	+3%	+$5.67K	﹤0.01%	664
2023 Q2	$225K	Sell	12,656 -3,172	-20%	-$55.4K	﹤0.01%	677
2023 Q1	$271K	Buy	15,828 +4,888	+45%	+$81.4K	0.01%	442
2022 Q4	$174K	Buy	+10,940	New	+$177K	0.01%	502
2021 Q4	–	Sell	-9,221	Closed	-$203K	–	363
2021 Q3	$203K	Sell	9,221 -9,058	-50%	-$205K	0.01%	287
2021 Q2	$410K	Buy	18,279 +1,582	+9%	+$35.4K	0.02%	266
2021 Q1	$377K	Sell	16,697 -3,099	-16%	-$70.8K	0.03%	209
2020 Q4	$451K	Sell	19,796 -10,025	-34%	-$222K	0.03%	184
2020 Q3	$643K	Sell	29,821 -10,990	-27%	-$237K	0.05%	173
2020 Q2	$857K	Buy	40,811 +6,141	+18%	+$125K	0.08%	156
2020 Q1	$668K	Buy	+34,670	New	+$772K	0.08%	132

Other funds holding QYLD

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

GXJ

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

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

Prime Capital Investment Advisors's QYLD Position: Q2 2024 in Review

Prime Capital Investment Advisors sold out of Global X NASDAQ-100 Covered Call ETF (QYLD) in Q2 2024, closing a stake of 12,365 shares — an estimated $221K sold.

Prime Capital Investment Advisors first reported a position in QYLD in Q1 2020 and held it in 13 quarters. The position peaked at $857K in Q2 2020. 393 funds tracked by Wall St. Rank hold QYLD as of Q2 2024.

Prime Capital Investment Advisors reported no remaining Global X NASDAQ-100 Covered Call ETF position as of Q2 2024 after selling out during the quarter.
Prime Capital Investment Advisors sold 12,365 Global X NASDAQ-100 Covered Call ETF shares in Q2 2024, an estimated $221K.
Prime Capital Investment Advisors first reported a position in Global X NASDAQ-100 Covered Call ETF in Q1 2020 and held it in 13 quarters.
Prime Capital Investment Advisors's Global X NASDAQ-100 Covered Call ETF position peaked at $857K in Q2 2020.
393 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q2 2024.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2024, filed 9 Aug 2024.