EFS
Essex Financial Services’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 | – | Sell |
-32,433
| Closed | -$539K | – | 703 |
|
|
2025
Q1 | $539K | Buy |
32,433
+659
| +2% | +$11K | 0.04% | 363 |
|
|
2024
Q4 | $579K | Sell |
31,774
-3,431
| -10% | -$62.5K | 0.04% | 345 |
|
|
2024
Q3 | $639K | Buy |
35,205
+392
| +1% | +$7.12K | 0.05% | 329 |
|
|
2024
Q2 | $588K | Buy |
34,813
+11,891
| +52% | +$201K | 0.04% | 340 |
|
|
2024
Q1 | $411K | Buy |
22,922
+11,149
| +95% | +$200K | 0.04% | 361 |
|
|
2023
Q4 | $204K | Buy |
+11,773
| New | +$204K | 0.02% | 479 |
|