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

Accurate 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
2024 Q3	–	Sell	-5,739	Closed	-$235K	–	390
2024 Q2	$235K	Buy	5,739 +26	+0.5%	+$1.05K	0.06%	290
2024 Q1	$227K	Buy	5,713 +269	+5%	+$10.8K	0.07%	258
2023 Q4	$216K	Buy	+5,444	New	+$212K	0.07%	254
2023 Q1	–	Sell	-1,937	Closed	-$77.3K	–	1503
2022 Q4	$77.3K	Buy	+1,937	New	+$77.1K	0.03%	359

Other funds holding XYLD

Morgan Stanley New York $1.66T AUM 25.57% 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

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 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

BCM

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Accurate Wealth Management's XYLD Position: Q3 2024 in Review

Accurate Wealth Management sold out of Global X S&P 500 Covered Call ETF (XYLD) in Q3 2024, closing a stake of 5,739 shares — an estimated $235K sold.

Accurate Wealth Management first reported a position in XYLD in Q4 2022 and held it in 4 quarters. The position peaked at $235K in Q2 2024. 225 funds tracked by Wall St. Rank hold XYLD as of Q3 2024.

Accurate Wealth Management reported no remaining Global X S&P 500 Covered Call ETF position as of Q3 2024 after selling out during the quarter.
Accurate Wealth Management sold 5,739 Global X S&P 500 Covered Call ETF shares in Q3 2024, an estimated $235K.
Accurate Wealth Management first reported a position in Global X S&P 500 Covered Call ETF in Q4 2022 and held it in 4 quarters.
Accurate Wealth Management's Global X S&P 500 Covered Call ETF position peaked at $235K in Q2 2024.
225 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q3 2024.

Based on Accurate Wealth Management's 13F filing for Q3 2024, filed 17 Oct 2024.