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

PRW 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
2021
Q3 		– Sell
-10,320
Closed -$231K – 245
2021
Q2 		$231K Buy
+10,320
New +$231K 0.07% 240

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
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return

PRW Wealth Management's QYLD Position: Q3 2021 in Review

PRW Wealth Management sold out of Global X NASDAQ-100 Covered Call ETF (QYLD) in Q3 2021, closing a stake of 10,320 shares — an estimated $231K sold.

PRW Wealth Management first reported a position in QYLD in Q2 2021 and held it in 1 quarter. The position peaked at $231K in Q2 2021. 235 funds tracked by Wall St. Rank hold QYLD as of Q3 2021.

  • PRW Wealth Management reported no remaining Global X NASDAQ-100 Covered Call ETF position as of Q3 2021 after selling out during the quarter.
  • PRW Wealth Management sold 10,320 Global X NASDAQ-100 Covered Call ETF shares in Q3 2021, an estimated $231K.
  • PRW Wealth Management first reported a position in Global X NASDAQ-100 Covered Call ETF in Q2 2021 and held it in 1 quarter.
  • PRW Wealth Management's Global X NASDAQ-100 Covered Call ETF position peaked at $231K in Q2 2021.
  • 235 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q3 2021.

Based on PRW Wealth Management's 13F filing for Q3 2021, filed 4 Nov 2021.