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TFO Wealth Partners’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

TFO Wealth Partners’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
Q3 		– Sell
-300
Closed -$6K – 180
2020
Q2 		$6K Buy
+300
New +$6.09K ﹤0.01% 111

Other funds holding QYLD

LPL Financial
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

TFO Wealth Partners's QYLD Position: Q3 2020 in Review

TFO Wealth Partners sold out of Global X NASDAQ-100 Covered Call ETF (QYLD) in Q3 2020, closing a stake of 300 shares — an estimated $6K sold.

TFO Wealth Partners first reported a position in QYLD in Q2 2020 and held it in 1 quarter. The position peaked at $6K in Q2 2020. 128 funds tracked by Wall St. Rank hold QYLD as of Q3 2020.

  • TFO Wealth Partners reported no remaining Global X NASDAQ-100 Covered Call ETF position as of Q3 2020 after selling out during the quarter.
  • TFO Wealth Partners sold 300 Global X NASDAQ-100 Covered Call ETF shares in Q3 2020, an estimated $6K.
  • TFO Wealth Partners first reported a position in Global X NASDAQ-100 Covered Call ETF in Q2 2020 and held it in 1 quarter.
  • TFO Wealth Partners's Global X NASDAQ-100 Covered Call ETF position peaked at $6K in Q2 2020.
  • 128 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q3 2020.

Based on TFO Wealth Partners's 13F filing for Q3 2020, filed 14 Oct 2020.