Tru Independence Asset Management 2’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Tru Independence Asset Management 2’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
2023 Q1	$191K	Buy	+11,113	New	+$185K	0.19%	71
2022 Q1	–	Sell	-16,725	Closed	-$371K	–	129
2021 Q4	$371K	Buy	16,725 +7,275	+77%	+$164K	0.2%	86
2021 Q3	$208K	Buy	+9,450	New	+$214K	0.15%	98

Other funds holding QYLD

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

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

RJFSA

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

Cook Wealth Raleigh, North Carolina $206M AUM 4.73% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Tru Independence Asset Management 2's QYLD Position: Q1 2023 in Review

Tru Independence Asset Management 2 opened a new position in Global X NASDAQ-100 Covered Call ETF (QYLD) in Q1 2023: 11,113 shares worth $191K. The stake represents 0.19% of the portfolio and ranks #71 among its holdings. This is a return to the name: Tru Independence Asset Management 2 previously reported a position in QYLD as recently as Q4 2021.

Tru Independence Asset Management 2 first reported a position in QYLD in Q3 2021 and has held it in 3 quarters since. The position peaked at $371K in Q4 2021. 318 funds tracked by Wall St. Rank hold QYLD as of Q1 2023.

Tru Independence Asset Management 2 held 11,113 shares of Global X NASDAQ-100 Covered Call ETF worth $191K as of Q1 2023.
Global X NASDAQ-100 Covered Call ETF was a new Tru Independence Asset Management 2 position in Q1 2023.
Global X NASDAQ-100 Covered Call ETF made up 0.19% of Tru Independence Asset Management 2's portfolio in Q1 2023, its #71 holding.
Tru Independence Asset Management 2 first reported a position in Global X NASDAQ-100 Covered Call ETF in Q3 2021 and has held it in 3 quarters since.
Tru Independence Asset Management 2's Global X NASDAQ-100 Covered Call ETF position peaked at $371K in Q4 2021.
318 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q1 2023.

Based on Tru Independence Asset Management 2's 13F filing for Q1 2023, filed 26 Apr 2023.