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Safeguard Investment Advisory Group’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Safeguard Investment Advisory 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
2021
Q1 		– Sell
-1,497
Closed -$34K – 551
2020
Q4 		$34K Buy
+1,497
New +$33.1K 0.03% 242

Other funds holding QYLD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Safeguard Investment Advisory Group's QYLD Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Global X NASDAQ-100 Covered Call ETF (QYLD) in Q1 2021, closing a stake of 1,497 shares — an estimated $34K sold.

Safeguard Investment Advisory Group first reported a position in QYLD in Q4 2020 and held it in 1 quarter. The position peaked at $34K in Q4 2020. 167 funds tracked by Wall St. Rank hold QYLD as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Global X NASDAQ-100 Covered Call ETF position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 1,497 Global X NASDAQ-100 Covered Call ETF shares in Q1 2021, an estimated $34K.
  • Safeguard Investment Advisory Group first reported a position in Global X NASDAQ-100 Covered Call ETF in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Global X NASDAQ-100 Covered Call ETF position peaked at $34K in Q4 2020.
  • 167 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.