Accel Wealth Management’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Accel Wealth Management’s Portfolio XYLD Stock Details XYLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-8,013	Closed	-$312K	–	199
2023 Q3	$312K	Sell	8,013 -145	-2%	-$5.88K	0.17%	119
2023 Q2	$335K	Buy	8,158 +287	+4%	+$11.7K	0.18%	115
2023 Q1	$319K	Buy	7,871 +289	+4%	+$11.6K	0.13%	159
2022 Q4	$298K	Buy	7,582 +2,000	+36%	+$79.6K	0.14%	121
2022 Q3	$223K	Buy	5,582 +285	+5%	+$12.1K	0.12%	149
2022 Q2	$230K	Buy	5,297 +442	+9%	+$20.2K	0.13%	132
2022 Q1	$241K	Buy	+4,855	New	+$237K	0.12%	135

Other funds holding XYLD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

Accel Wealth Management's XYLD Position: Q4 2023 in Review

Accel Wealth Management sold out of Global X S&P 500 Covered Call ETF (XYLD) in Q4 2023, closing a stake of 8,013 shares — an estimated $312K sold.

Accel Wealth Management first reported a position in XYLD in Q1 2022 and held it in 7 quarters. The position peaked at $335K in Q2 2023. 226 funds tracked by Wall St. Rank hold XYLD as of Q4 2023.

Accel Wealth Management reported no remaining Global X S&P 500 Covered Call ETF position as of Q4 2023 after selling out during the quarter.
Accel Wealth Management sold 8,013 Global X S&P 500 Covered Call ETF shares in Q4 2023, an estimated $312K.
Accel Wealth Management first reported a position in Global X S&P 500 Covered Call ETF in Q1 2022 and held it in 7 quarters.
Accel Wealth Management's Global X S&P 500 Covered Call ETF position peaked at $335K in Q2 2023.
226 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q4 2023.

Based on Accel Wealth Management's 13F filing for Q4 2023, filed 18 Jan 2024.