Sanford Advisory Services’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Sanford Advisory Services’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
2022 Q4	$398K	Hold	25,000	–	–	0.09%	93
2022 Q3	$392K	Hold	25,000	–	–	0.11%	76
2022 Q2	$437K	Hold	25,000	–	–	0.12%	71
2022 Q1	$524K	Hold	25,000	–	–	0.14%	60
2021 Q4	$555K	Hold	25,000	–	–	0.13%	60
2021 Q3	$552K	Buy	25,000 +15,000	+150%	+$340K	0.14%	61
2021 Q2	$224K	Buy	+10,000	New	+$224K	0.06%	96

Other funds holding QYLD

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Cook Wealth Raleigh, North Carolina $206M AUM 4.73% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Sanford Advisory Services's QYLD Position: Q4 2022 in Review

Sanford Advisory Services held its Global X NASDAQ-100 Covered Call ETF (QYLD) position steady in Q4 2022 at 25,000 shares worth $398K. The position accounts for 0.09% of the portfolio, ranked #93.

Sanford Advisory Services first reported a position in QYLD in Q2 2021 and has held it in 7 quarters since. The position peaked at $555K in Q4 2021. 314 funds tracked by Wall St. Rank hold QYLD as of Q4 2022.

Sanford Advisory Services held 25,000 shares of Global X NASDAQ-100 Covered Call ETF worth $398K as of Q4 2022.
Sanford Advisory Services left its Global X NASDAQ-100 Covered Call ETF share count unchanged in Q4 2022.
Global X NASDAQ-100 Covered Call ETF made up 0.09% of Sanford Advisory Services's portfolio in Q4 2022, its #93 holding.
Sanford Advisory Services first reported a position in Global X NASDAQ-100 Covered Call ETF in Q2 2021 and has held it in 7 quarters since.
Sanford Advisory Services's Global X NASDAQ-100 Covered Call ETF position peaked at $555K in Q4 2021.
314 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q4 2022.

Based on Sanford Advisory Services's 13F filing for Q4 2022, filed 8 Feb 2023.