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Global X Fds nasdaq 100 cover shares owned by Kaizen Financial Strategies

Quarter-by-quarter ownership of Global X Fds nasdaq 100 cover (QYLD) shares owned by Kaizen Financial Strategies from 13F filings

Historical chart of Kaizen Financial Strategies investment in Global X Fds nasdaq 100 cover

Tip: Access up to 7 years of quarterly data

All positions including Global X Fds nasdaq 100 cover held by Kaizen Financial Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Global X Fds nasdaq 100 cover by Kaizen Financial Strategies

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.0M 58k 18.04
2024-06-30 $944k 55k 17.19
2024-03-31 $800k 45k 17.91
2023-12-31 $558k 32k 17.34
2023-09-30 $252k 15k 16.77
2023-06-30 $184k 10k 17.93

More positions owned by Kaizen Financial Strategies

Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)
Blackstone Group Inc Com Cl A (BX)
Schwab Strategic Tr Fundamental Intl (FNDF)
Tesla Motors (TSLA)
Schwab Strategic Tr Long Term Us (SCHQ)
Microsoft Corporation (MSFT)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Amazon (AMZN)

View all positions for Kaizen Financial Strategies

Top funds holding Global X Fds nasdaq 100 cover

LPL Financial
Morgan Stanley
HighTower Advisors
Bank of America Corporation
Wells Fargo & Company
Global X Japan
CWM
Raymond James Financial Services Advisors
Advisor Group Holdings
Royal Bank of Canada
Raymond James & Associates
Cetera Investment Advisers
Brookstone Capital Management
Cambridge Investment Research Advisors
Principal Securities

View all funds holding Global X Fds nasdaq 100 cover