TS Financial Group (TSFG)’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

TS Financial Group (TSFG)’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	–	Sell	-300	Closed	-$5K	–	996
2022 Q4	$5K	Hold	300	–	–	﹤0.01%	664
2022 Q3	$5K	Hold	300	–	–	﹤0.01%	647
2022 Q2	$5K	Hold	300	–	–	﹤0.01%	648
2022 Q1	$6K	Buy	300 +100	+50%	+$2.06K	﹤0.01%	630
2021 Q4	$4K	Hold	200	–	–	﹤0.01%	688
2021 Q3	$4K	Hold	200	–	–	﹤0.01%	678
2021 Q2	$4K	Buy	+200	New	+$4.47K	﹤0.01%	679

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

TS Financial Group (TSFG)'s QYLD Position: Q1 2023 in Review

TS Financial Group (TSFG) sold out of Global X NASDAQ-100 Covered Call ETF (QYLD) in Q1 2023, closing a stake of 300 shares — an estimated $5K sold.

TS Financial Group (TSFG) first reported a position in QYLD in Q2 2021 and held it in 7 quarters. The position peaked at $6K in Q1 2022. 318 funds tracked by Wall St. Rank hold QYLD as of Q1 2023.

TS Financial Group (TSFG) reported no remaining Global X NASDAQ-100 Covered Call ETF position as of Q1 2023 after selling out during the quarter.
TS Financial Group (TSFG) sold 300 Global X NASDAQ-100 Covered Call ETF shares in Q1 2023, an estimated $5K.
TS Financial Group (TSFG) first reported a position in Global X NASDAQ-100 Covered Call ETF in Q2 2021 and held it in 7 quarters.
TS Financial Group (TSFG)'s Global X NASDAQ-100 Covered Call ETF position peaked at $6K in Q1 2022.
318 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q1 2023.

Based on TS Financial Group (TSFG)'s 13F filing for Q1 2023, filed 21 Apr 2023.