KFS
Kaizen Financial Strategies’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.4M | Sell |
36,017
-6,190
| -15% | -$241K | 0.71% | 27 |
|
|
2025
Q1 | $1.67M | Buy |
42,207
+12,675
| +43% | +$501K | 0.96% | 22 |
|
|
2024
Q4 | $1.24M | Buy |
29,532
+821
| +3% | +$34.4K | 0.7% | 29 |
|
|
2024
Q3 | $1.19M | Buy |
28,711
+1,227
| +4% | +$50.9K | 0.69% | 27 |
|
|
2024
Q2 | $1.1M | Buy |
27,484
+5,226
| +23% | +$210K | 0.69% | 27 |
|
|
2024
Q1 | $908K | Buy |
22,258
+6,250
| +39% | +$255K | 0.62% | 30 |
|
|
2023
Q4 | $631K | Buy |
16,008
+6,253
| +64% | +$247K | 0.48% | 37 |
|
|
2023
Q3 | $379K | Sell |
9,755
-822
| -8% | -$32K | 0.32% | 54 |
|
|
2023
Q2 | $437K | Buy |
10,577
+3,692
| +54% | +$153K | 0.37% | 47 |
|
|
2023
Q1 | $279K | Buy |
+6,885
| New | +$279K | 0.28% | 62 |
|