Number of Shares
269,678.00
Current Holdings Value*
$4.48 Mil
% of Portfolio
7.91%
Total Estimate Gain
$-269,726.46
% of Total Estimate Gain
-5.63%

Solutions 4 Wealth, Ltd's Recon Capital NASDAQ-100 Covered Call ETF Holding Summary

As of 2025-03-31, Solutions 4 Wealth, Ltd held 269,678.00 shares of Recon Capital NASDAQ-100 Covered Call ETF(QYLD), totaling $4.48 Mil. This investment constitutes 7.91% of their stock portfolio, and Solutions 4 Wealth, Ltd now holds 0.05% of the outstanding Recon Capital NASDAQ-100 Covered Call ETF(QYLD) stock.

The initial trade took place in 2023Q4. And since then Solutions 4 Wealth, Ltd has made 5 purchases of QYLD, at an average price of $17.75, for a total of 269,678.00 shares. Based on historical transaction data and QYLD's current price of $16.75, Solutions 4 Wealth, Ltd's estimated gain on his QYLD holdings is $-269,726.46, reflecting a -5.63% gain to date.

Solutions 4 Wealth, Ltd QYLD ($16.75) Holding Chart

Solutions 4 Wealth, Ltd QYLD ($16.75) 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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