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Sequent Planning’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Sequent Planning’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
Q2 		– Sell
-13,913
Closed -$249K – 147
2024
Q1 		$249K Buy
+13,913
New +$247K 0.09% 123

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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

Sequent Planning's QYLD Position: Q2 2024 in Review

Sequent Planning sold out of Global X NASDAQ-100 Covered Call ETF (QYLD) in Q2 2024, closing a stake of 13,913 shares — an estimated $249K sold.

Sequent Planning first reported a position in QYLD in Q1 2024 and held it in 1 quarter. The position peaked at $249K in Q1 2024. 393 funds tracked by Wall St. Rank hold QYLD as of Q2 2024.

  • Sequent Planning reported no remaining Global X NASDAQ-100 Covered Call ETF position as of Q2 2024 after selling out during the quarter.
  • Sequent Planning sold 13,913 Global X NASDAQ-100 Covered Call ETF shares in Q2 2024, an estimated $249K.
  • Sequent Planning first reported a position in Global X NASDAQ-100 Covered Call ETF in Q1 2024 and held it in 1 quarter.
  • Sequent Planning's Global X NASDAQ-100 Covered Call ETF position peaked at $249K in Q1 2024.
  • 393 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q2 2024.

Based on Sequent Planning's 13F filing for Q2 2024, filed 12 Aug 2024.