V Wealth Advisors’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

V Wealth 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
2023 Q3	–	Sell	-25,412	Closed	-$451K	–	300
2023 Q2	$451K	Buy	25,412 +1,698	+7%	+$29.6K	0.08%	216
2023 Q1	$407K	Buy	23,714 +14	+0.1%	+$233	0.08%	231
2022 Q4	$377K	Buy	23,700 +1,307	+6%	+$21.1K	0.08%	243
2022 Q3	$351K	Sell	22,393 -99	-0.4%	-$1.74K	0.07%	258
2022 Q2	$393K	Buy	22,492 +988	+5%	+$18.6K	0.07%	261
2022 Q1	$451K	Buy	21,504 +3,218	+18%	+$66.4K	0.07%	264
2021 Q4	$406K	Buy	18,286 +2,429	+15%	+$54.8K	0.06%	302
2021 Q3	$350K	Sell	15,857 -405	-2%	-$9.18K	0.05%	332
2021 Q2	$363K	Buy	16,262 +7,099	+77%	+$159K	0.06%	331
2021 Q1	$207K	Buy	9,163 +156	+2%	+$3.56K	0.04%	403
2020 Q4	$205K	Buy	+9,007	New	+$199K	0.04%	362

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

V Wealth Advisors's QYLD Position: Q3 2023 in Review

V Wealth Advisors sold out of Global X NASDAQ-100 Covered Call ETF (QYLD) in Q3 2023, closing a stake of 25,412 shares — an estimated $451K sold.

V Wealth Advisors first reported a position in QYLD in Q4 2020 and held it in 11 quarters. The position peaked at $451K in Q2 2023. 340 funds tracked by Wall St. Rank hold QYLD as of Q3 2023.

V Wealth Advisors reported no remaining Global X NASDAQ-100 Covered Call ETF position as of Q3 2023 after selling out during the quarter.
V Wealth Advisors sold 25,412 Global X NASDAQ-100 Covered Call ETF shares in Q3 2023, an estimated $451K.
V Wealth Advisors first reported a position in Global X NASDAQ-100 Covered Call ETF in Q4 2020 and held it in 11 quarters.
V Wealth Advisors's Global X NASDAQ-100 Covered Call ETF position peaked at $451K in Q2 2023.
340 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.