Kingswood Wealth Advisors’s Global X Financials Covered Call & Growth ETF FYLG Stock Holding History

Kingswood Wealth Advisors’s Portfolio FYLG Stock Details FYLG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-9,063	Closed	-$257K	–	840
2024 Q4	$257K	Sell	9,063 -6,026	-40%	-$172K	0.02%	661
2024 Q3	$412K	Buy	+15,089	New	+$402K	0.03%	509

Kingswood Wealth Advisors's FYLG Position: Q1 2025 in Review

Kingswood Wealth Advisors sold out of Global X Financials Covered Call & Growth ETF (FYLG) in Q1 2025, closing a stake of 9,063 shares — an estimated $257K sold.

Kingswood Wealth Advisors first reported a position in FYLG in Q3 2024 and held it in 2 quarters. The position peaked at $412K in Q3 2024. 0 funds tracked by Wall St. Rank hold FYLG as of Q1 2025.

Kingswood Wealth Advisors reported no remaining Global X Financials Covered Call & Growth ETF position as of Q1 2025 after selling out during the quarter.
Kingswood Wealth Advisors sold 9,063 Global X Financials Covered Call & Growth ETF shares in Q1 2025, an estimated $257K.
Kingswood Wealth Advisors first reported a position in Global X Financials Covered Call & Growth ETF in Q3 2024 and held it in 2 quarters.
Kingswood Wealth Advisors's Global X Financials Covered Call & Growth ETF position peaked at $412K in Q3 2024.
0 funds tracked by Wall St. Rank held Global X Financials Covered Call & Growth ETF as of Q1 2025.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.