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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
2024-06-30 $219k 12k 17.67

More positions owned by Kapstone Financial Advisors

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Ishares Tr Core High Dv Etf (HDV)
Microstrategy Cl A New (MSTR)
Procter & Gamble Company (PG)
Meta Platforms Cl A (META)
Microsoft Corporation (MSFT)
Vanguard Whitehall Fds High Div Yld (VYM)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Select Divid Etf (DVY)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Rus 1000 Grw Etf (IWF)
NVIDIA Corporation (NVDA)
Abbvie (ABBV)
JPMorgan Chase & Co. (JPM)

View all positions for Kapstone Financial Advisors

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
Royal Bank of Canada
Raymond James Financial Services Advisors
Raymond James & Associates
Cetera Investment Advisers
Brookstone Capital Management
Cambridge Investment Research Advisors
Principal Securities
Sound Income Strategies

View all funds holding Global X Fds nasdaq 100 cover