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

TCI 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 Q2	–	Sell	-645	Closed	-$11.1K	–	1749
2023 Q1	$11.1K	Hold	645	–	–	﹤0.01%	1024
2022 Q4	$10.3K	Hold	645	–	–	﹤0.01%	1056
2022 Q3	$10K	Buy	645 +100	+18%	+$1.75K	﹤0.01%	1031
2022 Q2	$10K	Buy	545 +95	+21%	+$1.79K	﹤0.01%	1030
2022 Q1	$9K	Sell	450 -13,829	-97%	-$286K	﹤0.01%	1182
2021 Q4	$317K	Buy	14,279 +13,829	+3,073%	+$312K	0.05%	131
2021 Q3	$10K	Sell	450 -51	-10%	-$1.16K	﹤0.01%	1116
2021 Q2	$11K	Buy	+501	New	+$11.2K	﹤0.01%	919

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

TCI Wealth Advisors's QYLD Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Global X NASDAQ-100 Covered Call ETF (QYLD) in Q2 2023, closing a stake of 645 shares — an estimated $11.1K sold.

TCI Wealth Advisors first reported a position in QYLD in Q2 2021 and held it in 8 quarters. The position peaked at $317K in Q4 2021. 333 funds tracked by Wall St. Rank hold QYLD as of Q2 2023.

TCI Wealth Advisors reported no remaining Global X NASDAQ-100 Covered Call ETF position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 645 Global X NASDAQ-100 Covered Call ETF shares in Q2 2023, an estimated $11.1K.
TCI Wealth Advisors first reported a position in Global X NASDAQ-100 Covered Call ETF in Q2 2021 and held it in 8 quarters.
TCI Wealth Advisors's Global X NASDAQ-100 Covered Call ETF position peaked at $317K in Q4 2021.
333 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.