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

Strategies 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
-58,300
Closed -$928K – 81
2022
Q4 		$928K Buy
+58,300
New +$942K 0.23% 39
2022
Q2 		$1.02M Buy
+58,300
New +$1.1M 0.29% 41

Other funds holding QYLD

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
NAM
Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
UBS Group
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
CW
Cook Wealth Raleigh, North Carolina $206M AUM 4.73% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Strategies Wealth Advisors sold out of Global X NASDAQ-100 Covered Call ETF (QYLD) in Q1 2023, closing a stake of 58,300 shares — an estimated $928K sold.

Strategies Wealth Advisors first reported a position in QYLD in Q2 2022 and held it in 2 quarters. The position peaked at $1.02M in Q2 2022. 318 funds tracked by Wall St. Rank hold QYLD as of Q1 2023.

  • Strategies Wealth Advisors reported no remaining Global X NASDAQ-100 Covered Call ETF position as of Q1 2023 after selling out during the quarter.
  • Strategies Wealth Advisors sold 58,300 Global X NASDAQ-100 Covered Call ETF shares in Q1 2023, an estimated $928K.
  • Strategies Wealth Advisors first reported a position in Global X NASDAQ-100 Covered Call ETF in Q2 2022 and held it in 2 quarters.
  • Strategies Wealth Advisors's Global X NASDAQ-100 Covered Call ETF position peaked at $1.02M in Q2 2022.
  • 318 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q1 2023.

Based on Strategies Wealth Advisors's 13F filing for Q1 2023, filed 27 Jun 2023.