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Global X Fds nasdaq 100 cover shares owned by Kapstone Financial Advisors

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

Historical chart of Kapstone Financial Advisors 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 Kapstone Financial Advisors 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 Kapstone Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $267k 16k 17.01
2025-06-30 $280k 17k 16.72
2025-03-31 $274k 17k 16.63
2024-12-31 $303k 17k 18.41
2024-09-30 $274k 15k 18.01
2024-06-30 $219k 12k 17.67

More positions owned by Kapstone Financial Advisors

Ishares Tr Core S&p500 Etf (IVV)
Strategy Cl A New (MSTR)
Apple (AAPL)
Ishares Tr Core High Dv Etf (HDV)
Palantir Technologies Cl A (PLTR)
Meta Platforms Cl A (META)
Microsoft Corporation (MSFT)
Ishares Tr S&p 500 Grwt Etf (IVW)
Procter & Gamble Company (PG)
Vanguard Whitehall Fds High Div Yld (VYM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Alphabet Cap Stk Cl A (GOOGL)
NVIDIA Corporation (NVDA)
Ishares Tr Rus 1000 Grw Etf (IWF)
Abbvie (ABBV)

View all positions for Kapstone Financial Advisors

Top funds holding Global X Fds nasdaq 100 cover

Global X Japan
Morgan Stanley
LPL Financial
Wells Fargo & Company
Nissay Asset Management Corp
Advisor Group Holdings
Ameriprise Financial
Raymond James Financial
CWM
UBS Group
Cetera Investment Advisers
Royal Bank of Canada
Foguth Wealth Management
Brookstone Capital Management
Mirae Asset Global Etfs Holdings

View all funds holding Global X Fds nasdaq 100 cover