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Total Clarity Wealth Management’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Total Clarity Wealth 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
2022
Q3 		– Sell
-17,203
Closed -$301K – 808
2022
Q2 		$301K Buy
+17,203
New +$324K 0.16% 152

Other funds holding QYLD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CW
Cook Wealth Raleigh, North Carolina $206M AUM 4.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Total Clarity Wealth Management's QYLD Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of Global X NASDAQ-100 Covered Call ETF (QYLD) in Q3 2022, closing a stake of 17,203 shares — an estimated $301K sold.

Total Clarity Wealth Management first reported a position in QYLD in Q2 2022 and held it in 1 quarter. The position peaked at $301K in Q2 2022. 304 funds tracked by Wall St. Rank hold QYLD as of Q3 2022.

  • Total Clarity Wealth Management reported no remaining Global X NASDAQ-100 Covered Call ETF position as of Q3 2022 after selling out during the quarter.
  • Total Clarity Wealth Management sold 17,203 Global X NASDAQ-100 Covered Call ETF shares in Q3 2022, an estimated $301K.
  • Total Clarity Wealth Management first reported a position in Global X NASDAQ-100 Covered Call ETF in Q2 2022 and held it in 1 quarter.
  • Total Clarity Wealth Management's Global X NASDAQ-100 Covered Call ETF position peaked at $301K in Q2 2022.
  • 304 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.