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WealthOne’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

WealthOne’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
2019
Q1 		– Sell
-1,660
Closed -$35K – 430
2018
Q4 		$35K Buy
+1,660
New +$38.6K 0.03% 204

Other funds holding QYLD

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
HIM
Hanlon Investment Management Egg Harbor Township, New Jersey $189M AUM 32.11% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

WealthOne's QYLD Position: Q1 2019 in Review

WealthOne sold out of Global X NASDAQ-100 Covered Call ETF (QYLD) in Q1 2019, closing a stake of 1,660 shares — an estimated $35K sold.

WealthOne first reported a position in QYLD in Q4 2018 and held it in 1 quarter. The position peaked at $35K in Q4 2018. 75 funds tracked by Wall St. Rank hold QYLD as of Q1 2019.

  • WealthOne reported no remaining Global X NASDAQ-100 Covered Call ETF position as of Q1 2019 after selling out during the quarter.
  • WealthOne sold 1,660 Global X NASDAQ-100 Covered Call ETF shares in Q1 2019, an estimated $35K.
  • WealthOne first reported a position in Global X NASDAQ-100 Covered Call ETF in Q4 2018 and held it in 1 quarter.
  • WealthOne's Global X NASDAQ-100 Covered Call ETF position peaked at $35K in Q4 2018.
  • 75 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.