Ahrens Investment Partners’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Ahrens Investment Partners’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
2022 Q2	–	Sell	-300	Closed	-$15K	–	1080
2022 Q1	$15K	Hold	300	–	–	﹤0.01%	643
2021 Q4	$15K	Buy	+300	New	+$15K	0.01%	652
2021 Q2	–	Sell	-5,600	Closed	-$268K	–	259
2021 Q1	$268K	Buy	+5,600	New	+$264K	0.14%	157

Other funds holding XYLD

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

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

RJFSA

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

BCP

Blue Chip Partners Farmington Hills, Michigan $1.39B AUM 22.32% 1-Year Est. Return

TRUADVICE Sarasota, Florida $255M AUM 14.45% 1-Year Est. Return

Ahrens Investment Partners's XYLD Position: Q2 2022 in Review

Ahrens Investment Partners sold out of Global X S&P 500 Covered Call ETF (XYLD) in Q2 2022, closing a stake of 300 shares — an estimated $15K sold.

Ahrens Investment Partners first reported a position in XYLD in Q1 2021 and held it in 3 quarters. The position peaked at $268K in Q1 2021. 147 funds tracked by Wall St. Rank hold XYLD as of Q2 2022.

Ahrens Investment Partners reported no remaining Global X S&P 500 Covered Call ETF position as of Q2 2022 after selling out during the quarter.
Ahrens Investment Partners sold 300 Global X S&P 500 Covered Call ETF shares in Q2 2022, an estimated $15K.
Ahrens Investment Partners first reported a position in Global X S&P 500 Covered Call ETF in Q1 2021 and held it in 3 quarters.
Ahrens Investment Partners's Global X S&P 500 Covered Call ETF position peaked at $268K in Q1 2021.
147 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2022.

Based on Ahrens Investment Partners's 13F filing for Q2 2022, filed 2 Aug 2022.