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

AJ Wealth Strategies’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 Q4	–	Sell	-9,967	Closed	-$380K	–	335
2022 Q3	$380K	Hold	9,967	–	–	0.02%	210
2022 Q2	$425K	Hold	9,967	–	–	0.02%	204
2022 Q1	$494K	Sell	9,967 -94,650	-90%	-$4.62M	0.02%	199
2021 Q4	$5.28M	Buy	+104,617	New	+$5.25M	0.25%	46
2020 Q1	–	Sell	-33,200	Closed	-$1.68M	–	201
2019 Q4	$1.68M	Buy	33,200 +451	+1%	+$22.4K	0.2%	48
2019 Q3	$1.59M	Buy	+32,749	New	+$1.61M	0.21%	46
2017 Q2	–	Sell	-4,487	Closed	-$212K	–	81
2017 Q1	$212K	Buy	+4,487	New	+$210K	0.09%	68

Other funds holding XYLD

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

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

AJ Wealth Strategies's XYLD Position: Q4 2022 in Review

AJ Wealth Strategies sold out of Global X S&P 500 Covered Call ETF (XYLD) in Q4 2022, closing a stake of 9,967 shares — an estimated $380K sold.

AJ Wealth Strategies first reported a position in XYLD in Q1 2017 and held it in 7 quarters. The position peaked at $5.28M in Q4 2021. 174 funds tracked by Wall St. Rank hold XYLD as of Q4 2022.

AJ Wealth Strategies reported no remaining Global X S&P 500 Covered Call ETF position as of Q4 2022 after selling out during the quarter.
AJ Wealth Strategies sold 9,967 Global X S&P 500 Covered Call ETF shares in Q4 2022, an estimated $380K.
AJ Wealth Strategies first reported a position in Global X S&P 500 Covered Call ETF in Q1 2017 and held it in 7 quarters.
AJ Wealth Strategies's Global X S&P 500 Covered Call ETF position peaked at $5.28M in Q4 2021.
174 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q4 2022.

Based on AJ Wealth Strategies's 13F filing for Q4 2022, filed 25 Jan 2023.