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

Prosperity 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
2023 Q3	–	Sell	-27,298	Closed	-$485K	–	174
2023 Q2	$485K	Sell	27,298 -4,793	-15%	-$83.6K	0.31%	43
2023 Q1	$550K	Sell	32,091 -24,597	-43%	-$410K	0.44%	46
2022 Q4	$902K	Buy	+56,688	New	+$916K	0.85%	29

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

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

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

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

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

Prosperity Wealth Management's QYLD Position: Q3 2023 in Review

Prosperity Wealth Management sold out of Global X NASDAQ-100 Covered Call ETF (QYLD) in Q3 2023, closing a stake of 27,298 shares — an estimated $485K sold.

Prosperity Wealth Management first reported a position in QYLD in Q4 2022 and held it in 3 quarters. The position peaked at $902K in Q4 2022. 340 funds tracked by Wall St. Rank hold QYLD as of Q3 2023.

Prosperity Wealth Management reported no remaining Global X NASDAQ-100 Covered Call ETF position as of Q3 2023 after selling out during the quarter.
Prosperity Wealth Management sold 27,298 Global X NASDAQ-100 Covered Call ETF shares in Q3 2023, an estimated $485K.
Prosperity Wealth Management first reported a position in Global X NASDAQ-100 Covered Call ETF in Q4 2022 and held it in 3 quarters.
Prosperity Wealth Management's Global X NASDAQ-100 Covered Call ETF position peaked at $902K in Q4 2022.
340 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q3 2023.

Based on Prosperity Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.