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

SageView 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
2024
Q1 		– Sell
-33,328
Closed -$591K – 742
2023
Q4 		$591K Buy
33,328
+4,062
+14% +$69.2K 0.03% 359
2023
Q3 		$491K Sell
29,266
-774
-3% -$13.6K 0.03% 334
2023
Q2 		$533K Buy
30,040
+519
+2% +$9.06K 0.03% 340
2023
Q1 		$506K Sell
29,521
-5,168
-15% -$86.1K 0.03% 306
2022
Q4 		$552K Buy
+34,689
New +$560K 0.04% 227

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

SageView Advisory Group's QYLD Position: Q1 2024 in Review

SageView Advisory Group sold out of Global X NASDAQ-100 Covered Call ETF (QYLD) in Q1 2024, closing a stake of 33,328 shares — an estimated $591K sold.

SageView Advisory Group first reported a position in QYLD in Q4 2022 and held it in 5 quarters. The position peaked at $591K in Q4 2023. 372 funds tracked by Wall St. Rank hold QYLD as of Q1 2024.

  • SageView Advisory Group reported no remaining Global X NASDAQ-100 Covered Call ETF position as of Q1 2024 after selling out during the quarter.
  • SageView Advisory Group sold 33,328 Global X NASDAQ-100 Covered Call ETF shares in Q1 2024, an estimated $591K.
  • SageView Advisory Group first reported a position in Global X NASDAQ-100 Covered Call ETF in Q4 2022 and held it in 5 quarters.
  • SageView Advisory Group's Global X NASDAQ-100 Covered Call ETF position peaked at $591K in Q4 2023.
  • 372 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q1 2024.

Based on SageView Advisory Group's 13F filing for Q1 2024, filed 9 May 2024.