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

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