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True Link Financial Advisors’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

True Link Financial Advisors’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
2021
Q3 		– Sell
-3,225
Closed -$72K – 791
2021
Q2 		$72K Hold
3,225
– – 0.01% 385
2021
Q1 		$73K Hold
3,225
– – 0.01% 449
2020
Q4 		$74K Buy
+3,225
New +$71.3K 0.01% 484

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
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return

True Link Financial Advisors's QYLD Position: Q3 2021 in Review

True Link Financial Advisors sold out of Global X NASDAQ-100 Covered Call ETF (QYLD) in Q3 2021, closing a stake of 3,225 shares — an estimated $72K sold.

True Link Financial Advisors first reported a position in QYLD in Q4 2020 and held it in 3 quarters. The position peaked at $74K in Q4 2020. 235 funds tracked by Wall St. Rank hold QYLD as of Q3 2021.

  • True Link Financial Advisors reported no remaining Global X NASDAQ-100 Covered Call ETF position as of Q3 2021 after selling out during the quarter.
  • True Link Financial Advisors sold 3,225 Global X NASDAQ-100 Covered Call ETF shares in Q3 2021, an estimated $72K.
  • True Link Financial Advisors first reported a position in Global X NASDAQ-100 Covered Call ETF in Q4 2020 and held it in 3 quarters.
  • True Link Financial Advisors's Global X NASDAQ-100 Covered Call ETF position peaked at $74K in Q4 2020.
  • 235 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q3 2021.

Based on True Link Financial Advisors's 13F filing for Q3 2021, filed 29 Oct 2021.