Keystone Financial Group (Kentucky)’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
2026 Q1	$992K	Buy	57,839 +3,206	+6%	+$56.4K	0.07%	199
2025 Q4	$965K	Hold	54,633	–	–	0.07%	182
2025 Q3	$929K	Buy	54,633 +8,908	+19%	+$150K	0.07%	169
2025 Q2	$765K	Buy	45,725 +90	+0.2%	+$1.47K	0.07%	182
2025 Q1	$759K	Hold	45,635	–	–	0.08%	172
2024 Q4	$831K	Buy	45,635 +450	+1%	+$8.22K	0.08%	160
2024 Q3	$815K	Buy	+45,185	New	+$798K	0.1%	143
2024 Q2	–	Sell	-32,610	Closed	-$584K	–	265
2024 Q1	$584K	Buy	32,610 +2,643	+9%	+$46.9K	0.09%	156
2023 Q4	$520K	Sell	29,967 -1,085	-3%	-$18.5K	0.09%	146
2023 Q3	$521K	Sell	31,052 -3,250	-9%	-$57K	0.09%	152
2023 Q2	$609K	Buy	+34,302	New	+$599K	0.1%	134
2022 Q4	$528K	Buy	33,200 +55	+0.2%	+$889	0.1%	143
2022 Q3	$519K	Sell	33,145 -2,547	-7%	-$44.7K	0.11%	138
2022 Q2	$624K	Buy	35,692 +2,603	+8%	+$49K	0.12%	133
2022 Q1	$694K	Buy	33,089 +13,928	+73%	+$288K	0.12%	131
2021 Q4	$425K	Buy	19,161 +7,431	+63%	+$168K	0.07%	183
2021 Q3	$259K	Buy	+11,730	New	+$266K	0.05%	252