SeaCrest Wealth Management’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

SeaCrest Wealth Management’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 Q4	–	Sell	-10,650	Closed	-$192K	–	690
2024 Q3	$192K	Hold	10,650	–	–	0.02%	620
2024 Q2	$188K	Buy	10,650 +133	+1%	+$2.35K	0.02%	582
2024 Q1	$188K	Buy	10,517 +61	+0.6%	+$1.08K	0.02%	574
2023 Q4	$179K	Sell	10,456 -2,460	-19%	-$41.9K	0.02%	586
2023 Q3	$217K	Buy	+12,916	New	+$227K	0.03%	540
2022 Q3	–	Sell	-2,696	Closed	-$47K	–	1295
2022 Q2	$47K	Buy	+2,696	New	+$50.8K	0.01%	1148
2019 Q2	–	Sell	-1,000	Closed	-$23K	–	1540
2019 Q1	$23K	Hold	1,000	–	–	﹤0.01%	1238
2018 Q4	$21K	Hold	1,000	–	–	﹤0.01%	1224
2018 Q3	$25K	Hold	1,000	–	–	﹤0.01%	1298
2018 Q2	$24K	Buy	+1,000	New	+$24.3K	﹤0.01%	1286

Other funds holding QYLD

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

GXJ

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

NAM

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SeaCrest Wealth Management's QYLD Position: Q4 2024 in Review

SeaCrest Wealth Management sold out of Global X NASDAQ-100 Covered Call ETF (QYLD) in Q4 2024, closing a stake of 10,650 shares — an estimated $192K sold.

SeaCrest Wealth Management first reported a position in QYLD in Q2 2018 and held it in 10 quarters. The position peaked at $217K in Q3 2023. 431 funds tracked by Wall St. Rank hold QYLD as of Q4 2024.

SeaCrest Wealth Management reported no remaining Global X NASDAQ-100 Covered Call ETF position as of Q4 2024 after selling out during the quarter.
SeaCrest Wealth Management sold 10,650 Global X NASDAQ-100 Covered Call ETF shares in Q4 2024, an estimated $192K.
SeaCrest Wealth Management first reported a position in Global X NASDAQ-100 Covered Call ETF in Q2 2018 and held it in 10 quarters.
SeaCrest Wealth Management's Global X NASDAQ-100 Covered Call ETF position peaked at $217K in Q3 2023.
431 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q4 2024.

Based on SeaCrest Wealth Management's 13F filing for Q4 2024, filed 14 Jan 2025.