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Vivid Financial Management’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Vivid Financial 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
2021
Q1 		– Sell
-15,779
Closed -$360K – 155
2020
Q4 		$360K Buy
+15,779
New +$349K 0.17% 96

Other funds holding QYLD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Vivid Financial Management's QYLD Position: Q1 2021 in Review

Vivid Financial Management sold out of Global X NASDAQ-100 Covered Call ETF (QYLD) in Q1 2021, closing a stake of 15,779 shares — an estimated $360K sold.

Vivid Financial Management first reported a position in QYLD in Q4 2020 and held it in 1 quarter. The position peaked at $360K in Q4 2020. 167 funds tracked by Wall St. Rank hold QYLD as of Q1 2021.

  • Vivid Financial Management reported no remaining Global X NASDAQ-100 Covered Call ETF position as of Q1 2021 after selling out during the quarter.
  • Vivid Financial Management sold 15,779 Global X NASDAQ-100 Covered Call ETF shares in Q1 2021, an estimated $360K.
  • Vivid Financial Management first reported a position in Global X NASDAQ-100 Covered Call ETF in Q4 2020 and held it in 1 quarter.
  • Vivid Financial Management's Global X NASDAQ-100 Covered Call ETF position peaked at $360K in Q4 2020.
  • 167 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q1 2021.

Based on Vivid Financial Management's 13F filing for Q1 2021, filed 14 Apr 2021.