Fund Activity
Fund Portfolios
Latest stock portfolios of the world's best investors and hedge funds
Fund Trends
Stocks ranked by hedge fund and large institutional investor activity
Large Buys & Sells
Recent large buys and sells by hedge funds and large institutional investors
Analyst Outlook
Analyst Upside
Stocks ranked by analyst price target upside potential
Latest Price Targets
Latest analyst price targets & ratings by research analysts
Analysts
Research analysts, their latest ratings and performance metrics
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Research analyst firms, their latest ratings and performance metrics
WSR Indexes
Fund Manager Index
Stock index based on fund manager activity updated each quarter
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KWA
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
Shares
Change %
Capital Flow
Portfolio Weight
Portfolio Position
2025
Q2
$684K
Buy
40,889
+3,874
+
10
%
+$64.8K
0.05%
340
2025
Q1
$617K
Buy
37,015
+5,420
+
17
%
+$90.4K
0.06%
346
2024
Q4
$576K
Buy
31,595
+15,648
+
98
%
+$285K
0.04%
403
2024
Q3
$288K
Buy
15,947
+1,287
+
9
%
+$23.2K
0.02%
579
2024
Q2
$259K
Buy
+14,660
New
+$259K
0.02%
569
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Fund Activity
Fund Portfolios
Latest stock portfolios of the world's best investors and hedge funds
Fund Trends
Stocks ranked by hedge fund and large institutional investor activity
Large Buys & Sells
Recent large buys and sells by hedge funds and large institutional investors
Analyst Outlook
Analyst Upside
Stocks ranked by analyst price target upside potential
Latest Price Targets
Latest analyst price targets & ratings by research analysts
Analysts
Research analysts, their latest ratings and performance metrics
Analyst Firms
Research analyst firms, their latest ratings and performance metrics
WSR Indexes
Fund Manager Index
Stock index based on fund manager activity updated each quarter
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