Number of Shares
990,436.00
Current Holdings Value*
$16.47 Mil
% of Portfolio
7.36%
Total Estimate Gain
$-1.50 Mil
% of Total Estimate Gain
-8.34%

SIMS INVESTMENT MANAGEMENT, LLC's Recon Capital NASDAQ-100 Covered Call ETF Holding Summary

As of 2025-03-31, SIMS INVESTMENT MANAGEMENT, LLC held 990,436.00 shares of Recon Capital NASDAQ-100 Covered Call ETF(QYLD), totaling $16.47 Mil. This investment constitutes 7.36% of their stock portfolio, and SIMS INVESTMENT MANAGEMENT, LLC now holds 0.2% of the outstanding Recon Capital NASDAQ-100 Covered Call ETF(QYLD) stock.

The initial trade took place in 2024Q4. And since then SIMS INVESTMENT MANAGEMENT, LLC has made 1 purchases of QYLD, at an average price of $18.19, for a total of 990,436.00 shares. Based on historical transaction data and QYLD's current price of $16.68, SIMS INVESTMENT MANAGEMENT, LLC's estimated gain on his QYLD holdings is $-1.50 Mil, reflecting a -8.34% gain to date.

SIMS INVESTMENT MANAGEMENT, LLC QYLD ($16.68) Holding Chart

SIMS INVESTMENT MANAGEMENT, LLC QYLD ($16.68) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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