Kingswood Wealth Advisors, LLC Global X Fdsnasdaq 100 Covered Transaction History

Kingswood Wealth Advisors, LLC

$1.65 Trillion
Q3 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Global X Fdsnasdaq 100 Covered stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 66,183 shares of QYLD stock, worth $1.15 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

66,183

Previous 40,889 61.86%

Holding current value

$1.15 Million

Previous $684 Million 64.67%

% of portfolio

0.07%

Previous 0.05%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$16.46 - $17.1 $416,339 - $432,527	25,294 Added 61.86%	66,183 $1.13 Billion
Q2 2025 Jul 23, 2025	SELL	$14.97 - $16.79 $516,614 - $579,422	-34,510 Reduced 45.77%	40,889 $684 Million
Q1 2025 Jul 25, 2025	SELL	$16.57 - $18.85 $64,192 - $73,024	-3,874 Reduced 9.47%	37,015 $617 Million
Q1 2025 Apr 21, 2025	BUY	$16.57 - $18.85 $725,832 - $825,705	43,804 Added 138.64%	75,399 $1.26 Billion
Q4 2024 Jan 22, 2025	BUY	$17.93 - $18.8 $280,568 - $294,182	15,648 Added 98.13%	31,595 $576 Million

Q3 2024 Oct 21, 2024	BUY	$16.42 - $18.12 $21,132 - $23,320	1,287 Added 8.78%	15,947 $288 Million
Q2 2024 Jul 09, 2024	BUY	$17.22 - $18.04 $252,445 - $264,466	14,660 New	14,660 $259 Million

Others Institutions Holding QYLD

# of Institutions

467

Shares Held

115M

Call Options Held

158K

Put Options Held

179K

View Full List

About GLOBAL X FDSNASDAQ 100 COVERED

Ticker QYLD
Sector ETFs
Industry ETFs

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Kingswood Wealth Advisors, LLC Global X Fdsnasdaq 100 Covered Transaction History