Syverson Strege & Co’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Syverson Strege & Co’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 Q2	–	Sell	-1,420	Closed	-$24.4K	–	484
2023 Q1	$24.4K	Hold	1,420	–	–	0.01%	174
2022 Q4	$22.6K	Hold	1,420	–	–	0.01%	166
2022 Q3	$22K	Hold	1,420	–	–	0.01%	159
2022 Q2	$25K	Sell	1,420 -3,101	-69%	-$58.4K	0.01%	173
2022 Q1	$95K	Sell	4,521 -2,731	-38%	-$56.4K	0.1%	93
2021 Q4	$161K	Hold	7,252	–	–	0.12%	75
2021 Q3	$160K	Hold	7,252	–	–	0.13%	73
2021 Q2	$163K	Buy	7,252 +5,114	+239%	+$114K	0.15%	66
2021 Q1	$48K	Buy	2,138 +1,088	+104%	+$24.8K	0.05%	124
2020 Q4	$24K	Buy	+1,050	New	+$23.2K	0.02%	146

Other funds holding QYLD

NAM

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

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

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

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

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

Syverson Strege & Co's QYLD Position: Q2 2023 in Review

Syverson Strege & Co sold out of Global X NASDAQ-100 Covered Call ETF (QYLD) in Q2 2023, closing a stake of 1,420 shares — an estimated $24.4K sold.

Syverson Strege & Co first reported a position in QYLD in Q4 2020 and held it in 10 quarters. The position peaked at $163K in Q2 2021. 333 funds tracked by Wall St. Rank hold QYLD as of Q2 2023.

Syverson Strege & Co reported no remaining Global X NASDAQ-100 Covered Call ETF position as of Q2 2023 after selling out during the quarter.
Syverson Strege & Co sold 1,420 Global X NASDAQ-100 Covered Call ETF shares in Q2 2023, an estimated $24.4K.
Syverson Strege & Co first reported a position in Global X NASDAQ-100 Covered Call ETF in Q4 2020 and held it in 10 quarters.
Syverson Strege & Co's Global X NASDAQ-100 Covered Call ETF position peaked at $163K in Q2 2021.
333 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.