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Kingswood Wealth Advisors’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Kingswood Wealth 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
2026
Q1 		$1.77M Sell
103,249
-17,139
-14% -$302K 0.08% 260
2025
Q4 		$2.13M Buy
120,388
+54,205
+82% +$943K 0.1% 197
2025
Q3 		$1.13M Buy
66,183
+25,294
+62% +$425K 0.07% 296
2025
Q2 		$684K Buy
40,889
+3,874
+10% +$63.3K 0.05% 340
2025
Q1 		$617K Buy
37,015
+5,420
+17% +$97.2K 0.06% 346
2024
Q4 		$576K Buy
31,595
+15,648
+98% +$286K 0.04% 403
2024
Q3 		$288K Buy
15,947
+1,287
+9% +$22.7K 0.02% 579
2024
Q2 		$259K Buy
+14,660
New +$259K 0.02% 569

Other funds holding QYLD

GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $1.95B AUM 31.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $857M AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return