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

WealthSource 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
2020
Q1 		– Sell
-32,388
Closed -$765K – 409
2019
Q4 		$765K Sell
32,388
-56,985
-64% -$1.32M 0.1% 168
2019
Q3 		$2.02M Sell
89,373
-2,694
-3% -$61.7K 0.3% 81
2019
Q2 		$2.1M Buy
+92,067
New +$2.09M 0.33% 77

Other funds holding QYLD

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
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
MAP
Milestone Advisory Partners Southern Pines, North Carolina $120M AUM 12.09% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

WealthSource Partners's QYLD Position: Q1 2020 in Review

WealthSource Partners sold out of Global X NASDAQ-100 Covered Call ETF (QYLD) in Q1 2020, closing a stake of 32,388 shares — an estimated $765K sold.

WealthSource Partners first reported a position in QYLD in Q2 2019 and held it in 3 quarters. The position peaked at $2.1M in Q2 2019. 113 funds tracked by Wall St. Rank hold QYLD as of Q1 2020.

  • WealthSource Partners reported no remaining Global X NASDAQ-100 Covered Call ETF position as of Q1 2020 after selling out during the quarter.
  • WealthSource Partners sold 32,388 Global X NASDAQ-100 Covered Call ETF shares in Q1 2020, an estimated $765K.
  • WealthSource Partners first reported a position in Global X NASDAQ-100 Covered Call ETF in Q2 2019 and held it in 3 quarters.
  • WealthSource Partners's Global X NASDAQ-100 Covered Call ETF position peaked at $2.1M in Q2 2019.
  • 113 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q1 2020.

Based on WealthSource Partners's 13F filing for Q1 2020, filed 12 May 2020.