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Retirement Group’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Retirement Group’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
Q1 		$202K Hold
11,275
– – 0.07% 109
2023
Q4 		$196K Sell
11,275
-1,288
-10% -$22K 0.08% 108
2023
Q3 		$211K Buy
+12,563
New +$220K 0.09% 97

Other funds holding QYLD

NAM
Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Carson Wealth (CWM LLC)
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Retirement Group's QYLD Position: Q1 2024 in Review

Retirement Group held its Global X NASDAQ-100 Covered Call ETF (QYLD) position steady in Q1 2024 at 11,275 shares worth $202K. The position accounts for 0.07% of the portfolio, ranked #109.

Retirement Group first reported a position in QYLD in Q3 2023 and has held it in 3 quarters since. The position peaked at $211K in Q3 2023. 372 funds tracked by Wall St. Rank hold QYLD as of Q1 2024.

  • Retirement Group held 11,275 shares of Global X NASDAQ-100 Covered Call ETF worth $202K as of Q1 2024.
  • Retirement Group left its Global X NASDAQ-100 Covered Call ETF share count unchanged in Q1 2024.
  • Global X NASDAQ-100 Covered Call ETF made up 0.07% of Retirement Group's portfolio in Q1 2024, its #109 holding.
  • Retirement Group first reported a position in Global X NASDAQ-100 Covered Call ETF in Q3 2023 and has held it in 3 quarters since.
  • Retirement Group's Global X NASDAQ-100 Covered Call ETF position peaked at $211K in Q3 2023.
  • 372 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.