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Prism Advisors’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Prism 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
2023
Q1 		– Sell
-618,860
Closed -$98.5K – 53
2022
Q4 		$98.5K Buy
+618,860
New +$10M 0.04% 46

Other funds holding QYLD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NAM
Nissay Asset Management Tokyo, Japan $23.7B AUM 45.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CW
Cook Wealth Raleigh, North Carolina $206M AUM 4.73% 1-Year Est. Return
HCPC
Hamilton Capital Partners (Canada) Toronto $3.45B AUM 58.23% 1-Year Est. Return