Vertex Planning Partners’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 | $373K | Sell |
22,283
-1,169
| -5% | -$19.5K | 0.08% | 129 |
|
|
2025
Q1 | $390K | Buy |
23,452
+393
| +2% | +$6.54K | 0.09% | 121 |
|
|
2024
Q4 | $420K | Sell |
23,059
-430
| -2% | -$7.84K | 0.09% | 121 |
|
|
2024
Q3 | $424K | Buy |
23,489
+327
| +1% | +$5.9K | 0.1% | 104 |
|
|
2024
Q2 | $409K | Buy |
23,162
+378
| +2% | +$6.68K | 0.11% | 98 |
|
|
2024
Q1 | $408K | Buy |
22,784
+299
| +1% | +$5.36K | 0.11% | 103 |
|
|
2023
Q4 | $390K | Buy |
22,485
+142
| +0.6% | +$2.46K | 0.12% | 102 |
|
|
2023
Q3 | $375K | Buy |
22,343
+11,568
| +107% | +$194K | 0.13% | 87 |
|
|
2023
Q2 | $191K | Buy |
+10,775
| New | +$191K | 0.07% | 135 |
|