Kaizen Financial Strategies Global X Fdsnasdaq 100 Covered Transaction History

Kaizen Financial Strategies

$165 Million
Q4 2024

A detailed history of Kaizen Financial Strategies transactions in Global X Fdsnasdaq 100 Covered stock. As of the latest transaction made, Kaizen Financial Strategies holds 61,307 shares of QYLD stock, worth $1.16 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares

61,307

Previous 57,763 6.14%

Holding current value

$1.16 Million

Previous $1.04 Million 7.2%

% of portfolio

0.68%

Previous 0.63%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$17.93 - $18.8 $63,543 - $66,627	3,544 Added 6.14%	61,307 $1.12 Million
Q3 2024 Nov 04, 2024	BUY	$16.42 - $18.12 $47,223 - $52,113	2,876 Added 5.24%	57,763 $1.04 Million
Q2 2024 Aug 02, 2024	BUY	$17.22 - $18.04 $176,022 - $184,404	10,222 Added 22.89%	54,887 $969,000
Q1 2024 May 02, 2024	BUY	$17.09 - $18.0 $213,146 - $224,496	12,472 Added 38.74%	44,665 $799,000
Q4 2023 Jan 18, 2024	BUY	$16.3 - $17.51 $280,245 - $301,049	17,193 Added 114.62%	32,193 $558,000
Q3 2023 Oct 31, 2023	BUY	$16.58 - $18.05 $78,771 - $85,755	4,751 Added 46.36%	15,000 $251,000
Q2 2023 Aug 07, 2023	BUY	$16.93 - $17.8 $173,515 - $182,432	10,249 New	10,249 $181,000

Others Institutions Holding QYLD

# of Institutions

457

Shares Held

102M

Call Options Held

9.16M

Put Options Held

350K

View Full List

About GLOBAL X FDSNASDAQ 100 COVERED

Ticker QYLD
Sector ETFs
Industry ETFs

More about QYLD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Kaizen Financial Strategies, based on Form 13F filings with the SEC.

News

Stay updated on Kaizen Financial Strategies with notifications on news.

Account

Kaizen Financial Strategies Global X Fdsnasdaq 100 Covered Transaction History