TWM
QYLD icon

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

TriaGen 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
Q2 		– Sell
-11,911
Closed -$250K – 188
2022
Q1 		$250K Buy
+11,911
New +$246K 0.13% 152

Other funds holding QYLD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

TriaGen Wealth Management's QYLD Position: Q2 2022 in Review

TriaGen Wealth Management sold out of Global X NASDAQ-100 Covered Call ETF (QYLD) in Q2 2022, closing a stake of 11,911 shares — an estimated $250K sold.

TriaGen Wealth Management first reported a position in QYLD in Q1 2022 and held it in 1 quarter. The position peaked at $250K in Q1 2022. 306 funds tracked by Wall St. Rank hold QYLD as of Q2 2022.

  • TriaGen Wealth Management reported no remaining Global X NASDAQ-100 Covered Call ETF position as of Q2 2022 after selling out during the quarter.
  • TriaGen Wealth Management sold 11,911 Global X NASDAQ-100 Covered Call ETF shares in Q2 2022, an estimated $250K.
  • TriaGen Wealth Management first reported a position in Global X NASDAQ-100 Covered Call ETF in Q1 2022 and held it in 1 quarter.
  • TriaGen Wealth Management's Global X NASDAQ-100 Covered Call ETF position peaked at $250K in Q1 2022.
  • 306 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q2 2022.

Based on TriaGen Wealth Management's 13F filing for Q2 2022, filed 29 Jul 2022.