KCM Investment Advisors’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

KCM Investment Advisors’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
2024 Q4	–	Sell	-20,939	Closed	-$378K	–	381
2024 Q3	$378K	Hold	20,939	–	–	0.01%	297
2024 Q2	$370K	Hold	20,939	–	–	0.01%	291
2024 Q1	$375K	Hold	20,939	–	–	0.01%	296
2023 Q4	$363K	Hold	20,939	–	–	0.01%	286
2023 Q3	$351K	Hold	20,939	–	–	0.02%	284
2023 Q2	$372K	Buy	20,939 +9,939	+90%	+$173K	0.01%	295
2023 Q1	$189K	Hold	11,000	–	–	0.01%	398
2022 Q4	$175K	Hold	11,000	–	–	0.01%	386
2022 Q3	$172K	Hold	11,000	–	–	0.01%	371
2022 Q2	$192K	Sell	11,000 -1,800	-14%	-$33.9K	0.01%	377
2022 Q1	$268K	Buy	12,800 +1,800	+16%	+$37.2K	0.01%	361
2021 Q4	$244K	Buy	+11,000	New	+$248K	0.01%	378

Other funds holding QYLD

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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

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

GXJ

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

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

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

NAM

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

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

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

KCM Investment Advisors's QYLD Position: Q4 2024 in Review

KCM Investment Advisors sold out of Global X NASDAQ-100 Covered Call ETF (QYLD) in Q4 2024, closing a stake of 20,939 shares — an estimated $378K sold.

KCM Investment Advisors first reported a position in QYLD in Q4 2021 and held it in 12 quarters. The position peaked at $378K in Q3 2024. 431 funds tracked by Wall St. Rank hold QYLD as of Q4 2024.

KCM Investment Advisors reported no remaining Global X NASDAQ-100 Covered Call ETF position as of Q4 2024 after selling out during the quarter.
KCM Investment Advisors sold 20,939 Global X NASDAQ-100 Covered Call ETF shares in Q4 2024, an estimated $378K.
KCM Investment Advisors first reported a position in Global X NASDAQ-100 Covered Call ETF in Q4 2021 and held it in 12 quarters.
KCM Investment Advisors's Global X NASDAQ-100 Covered Call ETF position peaked at $378K in Q3 2024.
431 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q4 2024.

Based on KCM Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.