WEC
QYLD icon

Winslow Evans & Crocker’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Winslow Evans & Crocker’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
Q4 		$82K Buy
3,600
+1,475
+69% +$32.6K 0.02% 486
2020
Q3 		$46K Buy
2,125
+125
+6% +$2.7K 0.01% 476
2020
Q2 		$42K Buy
2,000
+200
+11% +$4.06K 0.01% 490
2020
Q1 		$36K Hold
1,800
– – 0.01% 483
2019
Q4 		$44K Hold
1,800
– – 0.01% 524
2019
Q3 		$42K Hold
1,800
– – 0.01% 527
2019
Q2 		$42K Sell
1,800
-200
-10% -$4.53K 0.01% 548
2019
Q1 		$46K Hold
2,000
– – 0.01% 510
2018
Q4 		$44K Sell
2,000
-976
-33% -$22.7K 0.01% 476
2018
Q3 		$76K Buy
2,976
+626
+27% +$15.6K 0.02% 419
2018
Q2 		$58K Buy
2,350
+174
+8% +$4.23K 0.02% 467
2018
Q1 		$51.8K Buy
2,176
+326
+18% +$8.07K 0.02% 475
2017
Q4 		$45.4K Buy
1,850
+50
+3% +$1.22K 0.01% 513
2017
Q3 		$43K Sell
1,800
-1,550
-46% -$37K 0.01% 510
2017
Q2 		$79.2K Buy
3,350
+200
+6% +$4.72K 0.02% 468
2017
Q1 		$73.2K Buy
+3,150
New +$72.5K 0.02% 465

Other funds holding QYLD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Winslow Evans & Crocker's QYLD Position: Q4 2020 in Review

Winslow Evans & Crocker increased its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 69% in Q4 2020, buying an estimated $32.6K and bringing the position to 3,600 shares worth $82K. The position accounts for 0.02% of the portfolio, ranked #486.

Winslow Evans & Crocker first reported a position in QYLD in Q1 2017 and has held it in 16 quarters since. 150 funds tracked by Wall St. Rank hold QYLD as of Q4 2020.

  • Winslow Evans & Crocker held 3,600 shares of Global X NASDAQ-100 Covered Call ETF worth $82K as of Q4 2020.
  • Winslow Evans & Crocker bought 1,475 Global X NASDAQ-100 Covered Call ETF shares in Q4 2020, an estimated $32.6K.
  • Global X NASDAQ-100 Covered Call ETF made up 0.02% of Winslow Evans & Crocker's portfolio in Q4 2020, its #486 holding.
  • Winslow Evans & Crocker first reported a position in Global X NASDAQ-100 Covered Call ETF in Q1 2017 and has held it in 16 quarters since.
  • 150 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.