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

Tradition 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
2024 Q1	–	Sell	-2,676	Closed	-$46K	–	997
2023 Q4	$46K	Buy	2,676 +36	+1%	+$614	﹤0.01%	651
2023 Q3	$44K	Buy	2,640 +54	+2%	+$948	0.01%	635
2023 Q2	$46K	Buy	2,586 +52	+2%	+$907	0.01%	650
2023 Q1	$43K	Buy	2,534 +68	+3%	+$1.13K	0.01%	651
2022 Q4	$39K	Buy	2,466 +33	+1%	+$533	0.01%	591
2022 Q3	$38K	Buy	2,433 +49	+2%	+$860	0.01%	590
2022 Q2	$42K	Buy	2,384 +542	+29%	+$10.2K	0.01%	492
2022 Q1	$39K	Buy	1,842 +54	+3%	+$1.11K	0.01%	567
2021 Q4	$40K	Buy	1,788 +18	+1%	+$406	0.01%	586
2021 Q3	$39K	Buy	1,770 +25	+1%	+$566	0.01%	574
2021 Q2	$39K	Buy	1,745 +27	+2%	+$604	0.01%	595
2021 Q1	$39K	Buy	1,718 +36	+2%	+$822	0.01%	485
2020 Q4	$38K	Buy	+1,682	New	+$37.2K	0.01%	461

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

RJFSA

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Tradition Wealth Management's QYLD Position: Q1 2024 in Review

Tradition Wealth Management sold out of Global X NASDAQ-100 Covered Call ETF (QYLD) in Q1 2024, closing a stake of 2,676 shares — an estimated $46K sold.

Tradition Wealth Management first reported a position in QYLD in Q4 2020 and held it in 13 quarters. The position peaked at $46K in Q4 2023. 372 funds tracked by Wall St. Rank hold QYLD as of Q1 2024.

Tradition Wealth Management reported no remaining Global X NASDAQ-100 Covered Call ETF position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 2,676 Global X NASDAQ-100 Covered Call ETF shares in Q1 2024, an estimated $46K.
Tradition Wealth Management first reported a position in Global X NASDAQ-100 Covered Call ETF in Q4 2020 and held it in 13 quarters.
Tradition Wealth Management's Global X NASDAQ-100 Covered Call ETF position peaked at $46K in Q4 2023.
372 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.