Kaizen Financial Strategies Global X Fds S&P 500 Covered C Transaction History

Kaizen Financial Strategies

$162 Million
Q1 2025

A detailed history of Kaizen Financial Strategies transactions in Global X Fds S&P 500 Covered C stock. As of the latest transaction made, Kaizen Financial Strategies holds 42,207 shares of XYLD stock, worth $1.66 Million. This represents 1.03% of its overall portfolio holdings.

Number of Shares

42,207

Previous 29,532 42.92%

Holding current value

$1.66 Million

Previous $1.24 Million 33.95%

% of portfolio

1.03%

Previous 0.75%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 08, 2025	BUY	$39.02 - $42.89 $494,578 - $543,630	12,675 Added 42.92%	42,207 $1.66 Million
Q4 2024 Feb 14, 2025	BUY	$40.86 - $43.42 $33,546 - $35,647	821 Added 2.86%	29,532 $1.24 Million
Q3 2024 Nov 04, 2024	BUY	$38.49 - $41.61 $47,227 - $51,055	1,227 Added 4.46%	28,711 $1.19 Million
Q2 2024 Aug 02, 2024	BUY	$39.67 - $40.83 $207,315 - $213,377	5,226 Added 23.48%	27,484 $1.11 Million
Q1 2024 May 02, 2024	BUY	$39.29 - $40.79 $245,562 - $254,937	6,250 Added 39.04%	22,258 $907,000
Q4 2023 Jan 18, 2024	BUY	$37.59 - $39.73 $235,050 - $248,431	6,253 Added 64.1%	16,008 $631,000
Q3 2023 Oct 31, 2023	SELL	$38.7 - $41.45 $31,811 - $34,071	-822 Reduced 7.77%	9,755 $379,000
Q2 2023 Aug 07, 2023	BUY	$39.92 - $41.31 $147,384 - $152,516	3,692 Added 53.62%	10,577 $434,000
Q1 2023 May 10, 2023	BUY	$39.28 - $41.01 $270,442 - $282,353	6,885 New	6,885 $278,000

Others Institutions Holding XYLD

# of Institutions

278

Shares Held

30.4M

Call Options Held

500K

Put Options Held

19.4K

View Full List

About GLOBAL X FDS S&P 500 COVERED C

Ticker XYLD
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Kaizen Financial Strategies Global X Fds S&P 500 Covered C Transaction History