SYM Financial Corp’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

SYM Financial Corp’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
2020 Q2	–	Sell	-12,690	Closed	-$245K	–	71
2020 Q1	$245K	Sell	12,690 -118	-0.9%	-$2.63K	0.25%	23
2019 Q4	$302K	Hold	12,808	–	–	0.2%	27
2019 Q3	$289K	Buy	12,808 +150	+1%	+$3.44K	0.19%	20
2019 Q2	$288K	Buy	12,658 +320	+3%	+$7.25K	0.19%	25
2019 Q1	$280K	Hold	12,338	–	–	0.18%	25
2018 Q4	$263K	Buy	+12,338	New	+$287K	0.1%	29

Other funds holding QYLD

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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

SYM Financial Corp's QYLD Position: Q2 2020 in Review

SYM Financial Corp sold out of Global X NASDAQ-100 Covered Call ETF (QYLD) in Q2 2020, closing a stake of 12,690 shares — an estimated $245K sold.

SYM Financial Corp first reported a position in QYLD in Q4 2018 and held it in 6 quarters. The position peaked at $302K in Q4 2019. 116 funds tracked by Wall St. Rank hold QYLD as of Q2 2020.

SYM Financial Corp reported no remaining Global X NASDAQ-100 Covered Call ETF position as of Q2 2020 after selling out during the quarter.
SYM Financial Corp sold 12,690 Global X NASDAQ-100 Covered Call ETF shares in Q2 2020, an estimated $245K.
SYM Financial Corp first reported a position in Global X NASDAQ-100 Covered Call ETF in Q4 2018 and held it in 6 quarters.
SYM Financial Corp's Global X NASDAQ-100 Covered Call ETF position peaked at $302K in Q4 2019.
116 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q2 2020.

Based on SYM Financial Corp's 13F filing for Q2 2020, filed 27 Jul 2020.