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Wetzel Investment Advisors’s Global X Nasdaq 100 Covered Call & Growth ETF QYLG Stock Holding History

Wetzel Investment Advisors’s Portfolio QYLG Stock Details QYLG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,300
Closed -$39.8K – 711
2024
Q2 		$39.8K Hold
1,300
– – 0.02% 265
2024
Q1 		$38.5K Buy
+1,300
New +$38.8K 0.02% 284

Other funds holding QYLG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Wetzel Investment Advisors's QYLG Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Global X Nasdaq 100 Covered Call & Growth ETF (QYLG) in Q3 2024, closing a stake of 1,300 shares — an estimated $39.8K sold.

Wetzel Investment Advisors first reported a position in QYLG in Q1 2024 and held it in 2 quarters. The position peaked at $39.8K in Q2 2024. 34 funds tracked by Wall St. Rank hold QYLG as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Global X Nasdaq 100 Covered Call & Growth ETF position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 1,300 Global X Nasdaq 100 Covered Call & Growth ETF shares in Q3 2024, an estimated $39.8K.
  • Wetzel Investment Advisors first reported a position in Global X Nasdaq 100 Covered Call & Growth ETF in Q1 2024 and held it in 2 quarters.
  • Wetzel Investment Advisors's Global X Nasdaq 100 Covered Call & Growth ETF position peaked at $39.8K in Q2 2024.
  • 34 funds tracked by Wall St. Rank held Global X Nasdaq 100 Covered Call & Growth ETF as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.