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Sargent Bickham Lagudis’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Sargent Bickham Lagudis’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 		$12.2K Hold
764
– – ﹤0.01% 700
2022
Q3 		$12K Buy
+764
New +$13.4K ﹤0.01% 663

Other funds holding QYLD

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CW
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

Sargent Bickham Lagudis's QYLD Position: Q4 2022 in Review

Sargent Bickham Lagudis held its Global X NASDAQ-100 Covered Call ETF (QYLD) position steady in Q4 2022 at 764 shares worth $12.2K. The position accounts for ﹤0.01% of the portfolio, ranked #700.

Sargent Bickham Lagudis first reported a position in QYLD in Q3 2022 and has held it in 2 quarters since. 314 funds tracked by Wall St. Rank hold QYLD as of Q4 2022.

  • Sargent Bickham Lagudis held 764 shares of Global X NASDAQ-100 Covered Call ETF worth $12.2K as of Q4 2022.
  • Sargent Bickham Lagudis left its Global X NASDAQ-100 Covered Call ETF share count unchanged in Q4 2022.
  • Global X NASDAQ-100 Covered Call ETF made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #700 holding.
  • Sargent Bickham Lagudis first reported a position in Global X NASDAQ-100 Covered Call ETF in Q3 2022 and has held it in 2 quarters since.
  • 314 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.