SOA Wealth Advisors’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

SOA Wealth Advisors’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
2023 Q1	–	Sell	-152	Closed	-$2.42K	–	976
2022 Q4	$2.42K	Buy	152 +4	+3%	+$65	﹤0.01%	716
2022 Q3	$2K	Buy	148 +4	+3%	+$70	﹤0.01%	721
2022 Q2	$2K	Buy	144 +4	+3%	+$75	﹤0.01%	711
2022 Q1	$2K	Buy	140 +8	+6%	+$165	﹤0.01%	818
2021 Q4	$2K	Buy	132 +2	+2%	+$45	﹤0.01%	788
2021 Q3	$2K	Buy	+130	New	+$2.95K	﹤0.01%	797

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

NAM

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

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

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

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

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

RJFSA

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

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

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

SOA Wealth Advisors's QYLD Position: Q1 2023 in Review

SOA Wealth Advisors sold out of Global X NASDAQ-100 Covered Call ETF (QYLD) in Q1 2023, closing a stake of 152 shares — an estimated $2.42K sold.

SOA Wealth Advisors first reported a position in QYLD in Q3 2021 and held it in 6 quarters. The position peaked at $2.42K in Q4 2022. 318 funds tracked by Wall St. Rank hold QYLD as of Q1 2023.

SOA Wealth Advisors reported no remaining Global X NASDAQ-100 Covered Call ETF position as of Q1 2023 after selling out during the quarter.
SOA Wealth Advisors sold 152 Global X NASDAQ-100 Covered Call ETF shares in Q1 2023, an estimated $2.42K.
SOA Wealth Advisors first reported a position in Global X NASDAQ-100 Covered Call ETF in Q3 2021 and held it in 6 quarters.
SOA Wealth Advisors's Global X NASDAQ-100 Covered Call ETF position peaked at $2.42K in Q4 2022.
318 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q1 2023.

Based on SOA Wealth Advisors's 13F filing for Q1 2023, filed 28 Apr 2023.