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

WealthPLAN Partners’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	-312	Closed	-$5.53K	–	946
2023 Q2	$5.53K	Buy	312 +3	+1%	+$52	﹤0.01%	889
2023 Q1	$5.29K	Buy	+309	New	+$5.15K	﹤0.01%	988
2022 Q1	$673K	Buy	34,762 +4,339	+14%	+$89.6K	0.05%	215
2021 Q4	$632K	Buy	30,423 +1,497	+5%	+$33.8K	0.04%	229
2021 Q3	$658K	Sell	28,926 -4,063	-12%	-$92.1K	0.04%	216
2021 Q2	$748K	Sell	32,989 -639	-2%	-$14.3K	0.05%	185
2021 Q1	$747K	Buy	33,628 +488	+1%	+$11.1K	0.06%	176
2020 Q4	$775K	Buy	33,140 +2,195	+7%	+$48.5K	0.07%	161
2020 Q3	$682K	Buy	+30,945	New	+$668K	0.07%	161

Other funds holding QYLD

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return