Princeton Global Asset Management’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Princeton Global Asset 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
2022 Q2	–	Sell	-1,200	Closed	-$25K	–	582
2022 Q1	$25K	Hold	1,200	–	–	0.01%	338
2021 Q4	$27K	Sell	1,200 -1,270	-51%	-$28.7K	0.01%	309
2021 Q3	$54K	Buy	2,470 +1,270	+106%	+$28.8K	0.02%	247
2021 Q2	$27K	Buy	+1,200	New	+$26.8K	0.01%	319

Other funds holding QYLD

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

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

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

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

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

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

Cook Wealth Raleigh, North Carolina $206M AUM 4.73% 1-Year Est. Return

RJFSA

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Princeton Global Asset Management's QYLD Position: Q2 2022 in Review

Princeton Global Asset Management sold out of Global X NASDAQ-100 Covered Call ETF (QYLD) in Q2 2022, closing a stake of 1,200 shares — an estimated $25K sold.

Princeton Global Asset Management first reported a position in QYLD in Q2 2021 and held it in 4 quarters. The position peaked at $54K in Q3 2021. 306 funds tracked by Wall St. Rank hold QYLD as of Q2 2022.

Princeton Global Asset Management reported no remaining Global X NASDAQ-100 Covered Call ETF position as of Q2 2022 after selling out during the quarter.
Princeton Global Asset Management sold 1,200 Global X NASDAQ-100 Covered Call ETF shares in Q2 2022, an estimated $25K.
Princeton Global Asset Management first reported a position in Global X NASDAQ-100 Covered Call ETF in Q2 2021 and held it in 4 quarters.
Princeton Global Asset Management's Global X NASDAQ-100 Covered Call ETF position peaked at $54K in Q3 2021.
306 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q2 2022.

Based on Princeton Global Asset Management's 13F filing for Q2 2022, filed 4 Aug 2022.