Semus Wealth Partners’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Semus Wealth Partners’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 Q3	–	Sell	-10,564	Closed	-$187K	–	128
2024 Q2	$187K	Sell	10,564 -1,868	-15%	-$33K	0.14%	113
2024 Q1	$223K	Sell	12,432 -1,547	-11%	-$27.4K	0.19%	115
2023 Q4	$242K	Buy	13,979 +1,279	+10%	+$21.8K	0.2%	104
2023 Q3	$213K	Buy	12,700 +2,669	+27%	+$46.8K	0.2%	106
2023 Q2	$178K	Buy	+10,031	New	+$175K	0.16%	111

Other funds holding QYLD

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

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

GXJ

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 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

RJFSA

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Semus Wealth Partners's QYLD Position: Q3 2024 in Review

Semus Wealth Partners sold out of Global X NASDAQ-100 Covered Call ETF (QYLD) in Q3 2024, closing a stake of 10,564 shares — an estimated $187K sold.

Semus Wealth Partners first reported a position in QYLD in Q2 2023 and held it in 5 quarters. The position peaked at $242K in Q4 2023. 384 funds tracked by Wall St. Rank hold QYLD as of Q3 2024.

Semus Wealth Partners reported no remaining Global X NASDAQ-100 Covered Call ETF position as of Q3 2024 after selling out during the quarter.
Semus Wealth Partners sold 10,564 Global X NASDAQ-100 Covered Call ETF shares in Q3 2024, an estimated $187K.
Semus Wealth Partners first reported a position in Global X NASDAQ-100 Covered Call ETF in Q2 2023 and held it in 5 quarters.
Semus Wealth Partners's Global X NASDAQ-100 Covered Call ETF position peaked at $242K in Q4 2023.
384 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q3 2024.

Based on Semus Wealth Partners's 13F filing for Q3 2024, filed 7 Nov 2024.