WealthPlan Investment Management’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

WealthPlan Investment 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
2023 Q3	–	Sell	-113	Closed	-$2.01K	–	302
2023 Q2	$2.01K	Sell	113 -5,773	-98%	-$101K	﹤0.01%	320
2023 Q1	$101K	Buy	+5,886	New	+$98.1K	0.02%	198
2022 Q4	–	Sell	-42,693	Closed	-$697K	–	403
2022 Q3	$697K	Buy	+42,693	New	+$749K	0.05%	197
2022 Q1	$673K	Buy	+34,762	New	+$718K	0.05%	215

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

WealthPlan Investment Management's QYLD Position: Q3 2023 in Review

WealthPlan Investment Management sold out of Global X NASDAQ-100 Covered Call ETF (QYLD) in Q3 2023, closing a stake of 113 shares — an estimated $2.01K sold.

WealthPlan Investment Management first reported a position in QYLD in Q1 2022 and held it in 4 quarters. The position peaked at $697K in Q3 2022. 340 funds tracked by Wall St. Rank hold QYLD as of Q3 2023.

WealthPlan Investment Management reported no remaining Global X NASDAQ-100 Covered Call ETF position as of Q3 2023 after selling out during the quarter.
WealthPlan Investment Management sold 113 Global X NASDAQ-100 Covered Call ETF shares in Q3 2023, an estimated $2.01K.
WealthPlan Investment Management first reported a position in Global X NASDAQ-100 Covered Call ETF in Q1 2022 and held it in 4 quarters.
WealthPlan Investment Management's Global X NASDAQ-100 Covered Call ETF position peaked at $697K in Q3 2022.
340 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q3 2023.

Based on WealthPlan Investment Management's 13F filing for Q3 2023, filed 9 Nov 2023.