CIA
Concurrent Investment Advisors’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.94M | Sell |
235,747
-7,305
| -3% | -$122K | 0.08% | 268 |
|
|
2025
Q1 | $4.04M | Buy |
243,052
+65,771
| +37% | +$1.09M | 0.1% | 225 |
|
|
2024
Q4 | $3.23M | Buy |
177,281
+95
| +0.1% | +$1.73K | 0.09% | 226 |
|
|
2024
Q3 | $3.2M | Buy |
177,186
+14,006
| +9% | +$253K | 0.09% | 220 |
|
|
2024
Q2 | $2.88M | Buy |
163,180
+11,484
| +8% | +$203K | 0.09% | 213 |
|
|
2024
Q1 | $2.72M | Buy |
151,696
+36,648
| +32% | +$656K | 0.11% | 193 |
|
|
2023
Q4 | $1.99M | Buy |
+115,048
| New | +$1.99M | 0.09% | 228 |
|