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

WFG Advisors’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
2017 Q2	$209K	Buy	8,830 +3,086	+54%	+$72.9K	0.05%	359
2017 Q1	$134K	Sell	5,744 -6,046	-51%	-$139K	0.04%	413
2016 Q4	$264K	Sell	11,790 -1,314	-10%	-$29.3K	0.06%	303
2016 Q3	$290K	Buy	13,104 +138	+1%	+$3.03K	0.07%	276
2016 Q2	$282K	Buy	12,966 +356	+3%	+$7.79K	0.08%	254
2016 Q1	$282K	Buy	12,610 +1,948	+18%	+$42.6K	0.08%	243
2015 Q4	$250K	Buy	10,662 +3,098	+41%	+$72.6K	0.07%	251
2015 Q3	$168K	Buy	+7,564	New	+$174K	0.05%	326

Other funds holding QYLD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

CCT

Country Club Trust Kansas City, Missouri $1.27B AUM 22.67% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

CPP

Crow Point Partners Boston, Massachusetts $64M AUM 33.5% 1-Year Est. Return

Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return

WFG Advisors's QYLD Position: Q2 2017 in Review

WFG Advisors increased its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 54% in Q2 2017, buying an estimated $72.9K and bringing the position to 8,830 shares worth $209K. The position accounts for 0.05% of the portfolio, ranked #359.

WFG Advisors first reported a position in QYLD in Q3 2015 and has held it in 8 quarters since. The position peaked at $290K in Q3 2016. 25 funds tracked by Wall St. Rank hold QYLD as of Q2 2017.

WFG Advisors held 8,830 shares of Global X NASDAQ-100 Covered Call ETF worth $209K as of Q2 2017.
WFG Advisors bought 3,086 Global X NASDAQ-100 Covered Call ETF shares in Q2 2017, an estimated $72.9K.
Global X NASDAQ-100 Covered Call ETF made up 0.05% of WFG Advisors's portfolio in Q2 2017, its #359 holding.
WFG Advisors first reported a position in Global X NASDAQ-100 Covered Call ETF in Q3 2015 and has held it in 8 quarters since.
WFG Advisors's Global X NASDAQ-100 Covered Call ETF position peaked at $290K in Q3 2016.
25 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.