TFC Financial Management’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

TFC Financial Management’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
2024 Q2	–	Sell	-300	Closed	-$5.37K	–	1070
2024 Q1	$5.37K	Hold	300	–	–	﹤0.01%	379
2023 Q4	$5.2K	Hold	300	–	–	﹤0.01%	378
2023 Q3	$5.03K	Hold	300	–	–	﹤0.01%	388
2023 Q2	$5.33K	Buy	+300	New	+$5.24K	﹤0.01%	367

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

RJFSA

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

GXJ

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

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

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

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

TFC Financial Management's QYLD Position: Q2 2024 in Review

TFC Financial Management sold out of Global X NASDAQ-100 Covered Call ETF (QYLD) in Q2 2024, closing a stake of 300 shares — an estimated $5.37K sold.

TFC Financial Management first reported a position in QYLD in Q2 2023 and held it in 4 quarters. The position peaked at $5.37K in Q1 2024. 393 funds tracked by Wall St. Rank hold QYLD as of Q2 2024.

TFC Financial Management reported no remaining Global X NASDAQ-100 Covered Call ETF position as of Q2 2024 after selling out during the quarter.
TFC Financial Management sold 300 Global X NASDAQ-100 Covered Call ETF shares in Q2 2024, an estimated $5.37K.
TFC Financial Management first reported a position in Global X NASDAQ-100 Covered Call ETF in Q2 2023 and held it in 4 quarters.
TFC Financial Management's Global X NASDAQ-100 Covered Call ETF position peaked at $5.37K in Q1 2024.
393 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q2 2024.

Based on TFC Financial Management's 13F filing for Q2 2024, filed 23 Jul 2024.