KCFA
Key Client Fiduciary Advisors’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 | $1.13M | Buy |
67,361
+2,419
| +4% | +$40.4K | 0.46% | 53 |
|
2025
Q1 | $1.08M | Buy |
64,942
+12,597
| +24% | +$209K | 0.49% | 51 |
|
2024
Q4 | $954K | Buy |
52,345
+19,701
| +60% | +$359K | 0.42% | 53 |
|
2024
Q3 | $589K | Buy |
32,644
+11,309
| +53% | +$204K | 0.26% | 85 |
|
2024
Q2 | $377K | Buy |
+21,335
| New | +$377K | 0.19% | 114 |
|