Kaizen Financial Strategies’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Kaizen Financial Strategies’s Portfolio QYLD Stock Details QYLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-74,113	Closed	-$1.24M	–	164
2025 Q2	$1.24M	Sell	74,113 -15,601	-17%	-$255K	0.63%	30
2025 Q1	$1.49M	Buy	89,714 +28,407	+46%	+$510K	0.86%	26
2024 Q4	$1.12M	Buy	61,307 +3,544	+6%	+$64.7K	0.63%	30
2024 Q3	$1.04M	Buy	57,763 +2,876	+5%	+$50.8K	0.6%	29
2024 Q2	$944K	Buy	54,887 +10,222	+23%	+$181K	0.59%	30
2024 Q1	$800K	Buy	44,665 +12,472	+39%	+$221K	0.54%	34
2023 Q4	$558K	Buy	32,193 +17,193	+115%	+$293K	0.42%	42
2023 Q3	$252K	Buy	15,000 +4,751	+46%	+$83.4K	0.21%	84
2023 Q2	$184K	Buy	+10,249	New	+$179K	0.16%	109

Other funds holding QYLD

GXJ

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Kaizen Financial Strategies's QYLD Position: Q3 2025 in Review

Kaizen Financial Strategies sold out of Global X NASDAQ-100 Covered Call ETF (QYLD) in Q3 2025, closing a stake of 74,113 shares — an estimated $1.24M sold.

Kaizen Financial Strategies first reported a position in QYLD in Q2 2023 and held it in 9 quarters. The position peaked at $1.49M in Q1 2025. 410 funds tracked by Wall St. Rank hold QYLD as of Q3 2025.

Kaizen Financial Strategies reported no remaining Global X NASDAQ-100 Covered Call ETF position as of Q3 2025 after selling out during the quarter.
Kaizen Financial Strategies sold 74,113 Global X NASDAQ-100 Covered Call ETF shares in Q3 2025, an estimated $1.24M.
Kaizen Financial Strategies first reported a position in Global X NASDAQ-100 Covered Call ETF in Q2 2023 and held it in 9 quarters.
Kaizen Financial Strategies's Global X NASDAQ-100 Covered Call ETF position peaked at $1.49M in Q1 2025.
410 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q3 2025.

Based on Kaizen Financial Strategies's 13F filing for Q3 2025, filed 12 Nov 2025.