Carson Wealth (CWM LLC)’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$44.3M Sell
2025
Q2
$44.1M Buy
2025
Q1
$42.1M Buy
2024
Q4
$44M Sell
2024
Q3
$44.4M Sell
2024
Q2
$49.8M Sell
2024
Q1
$53.3M Sell
2023
Q4
$51.9M Sell
2023
Q3
$53.2M Buy
2023
Q2
$55.7M Buy
2023
Q1
$53M Buy
2022
Q4
$46.7M Sell
2022
Q3
$47.7M Sell
2022
Q2
$54.5M Buy
2022
Q1
$54.7M Buy
2021
Q4
$45.9M Buy
2021
Q2
$27.3M Hold
2021
Q1
$27.3M Hold
2020
Q4
$27.3M Hold
2020
Q3
$27.3M Hold
2020
Q2
$27.3M Hold
2020
Q1
$27.3M Hold
2019
Q4
$27.3M Hold
2019
Q3
$27.3M Hold
2019
Q2
$27.3M Hold
2019
Q1
$27.3M Buy