Invera Wealth Advisors’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
$228K Hold
2025
Q2
$224K Hold
2025
Q1
$223K Hold
2024
Q4
$249K Sell
2024
Q3
$278K Hold
2024
Q2
$269K Sell
2024
Q1
$414K Hold
2023
Q4
$408K Buy