IFWM
Institute for Wealth Management’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 | $2.31M | Sell |
138,301
-6,132
| -4% | -$103K | 0.26% | 83 |
|
|
2025
Q1 | $2.4M | Sell |
144,433
-3,424
| -2% | -$56.9K | 0.31% | 73 |
|
|
2024
Q4 | $2.69M | Sell |
147,857
-6,978
| -5% | -$127K | 0.34% | 63 |
|
|
2024
Q3 | $2.79M | Sell |
154,835
-5,778
| -4% | -$104K | 0.35% | 58 |
|
|
2024
Q2 | $2.84M | Sell |
160,613
-4,040
| -2% | -$71.4K | 0.38% | 51 |
|
|
2024
Q1 | $2.95M | Sell |
164,653
-11,240
| -6% | -$201K | 0.38% | 48 |
|
|
2023
Q4 | $3.05M | Sell |
175,893
-5,690
| -3% | -$98.7K | 0.49% | 40 |
|
|
2023
Q3 | $3.05M | Buy |
181,583
+1,913
| +1% | +$32.1K | 0.55% | 39 |
|
|
2023
Q2 | $3.19M | Buy |
179,670
+18,901
| +12% | +$335K | 0.54% | 35 |
|
|
2023
Q1 | $2.76M | Buy |
+160,769
| New | +$2.76M | 0.53% | 38 |
|