American Portfolios Advisors’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

American Portfolios Advisors’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 Q3	$1.86M	Sell	48,885 -5,265	-10%	-$223K	0.08%	258
2022 Q2	$2.31M	Buy	54,150 +1,187	+2%	+$54.3K	0.09%	216
2022 Q1	$2.62M	Buy	52,963 +50,848	+2,404%	+$2.48M	0.09%	235
2021 Q4	$107K	Buy	2,115 +1,615	+323%	+$81K	﹤0.01%	1479
2021 Q3	$24.3K	Hold	500	–	–	﹤0.01%	2189
2021 Q2	$24.5K	Hold	500	–	–	﹤0.01%	2123
2021 Q1	$23.9K	Hold	500	–	–	﹤0.01%	1973
2020 Q4	$23.2K	Hold	500	–	–	﹤0.01%	1749
2020 Q3	$22.3K	Hold	500	–	–	﹤0.01%	1653
2020 Q2	$21.2K	Hold	500	–	–	﹤0.01%	1616
2020 Q1	$19.1K	Hold	500	–	–	﹤0.01%	1545
2019 Q4	$25.3K	Hold	500	–	–	﹤0.01%	1630
2019 Q3	$24.3K	Hold	500	–	–	﹤0.01%	1588
2019 Q2	$24.4K	Hold	500	–	–	﹤0.01%	1602
2019 Q1	$23.9K	Hold	500	–	–	﹤0.01%	1524
2018 Q4	$22.2K	Hold	500	–	–	﹤0.01%	1338
2018 Q3	$26K	Hold	500	–	–	﹤0.01%	1392
2018 Q2	$25K	Buy	+500	New	+$24.8K	﹤0.01%	1377

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

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

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

BCM

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

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

BCP

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

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

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

American Portfolios Advisors's XYLD Position: Q3 2022 in Review

American Portfolios Advisors reduced its Global X S&P 500 Covered Call ETF (XYLD) stake by 9.7% in Q3 2022, selling an estimated $223K and leaving 48,885 shares worth $1.86M. The position accounts for 0.08% of the portfolio, ranked #258.

American Portfolios Advisors first reported a position in XYLD in Q2 2018 and has held it in 18 quarters since. The position peaked at $2.62M in Q1 2022. 153 funds tracked by Wall St. Rank hold XYLD as of Q3 2022.

American Portfolios Advisors held 48,885 shares of Global X S&P 500 Covered Call ETF worth $1.86M as of Q3 2022.
American Portfolios Advisors sold 5,265 Global X S&P 500 Covered Call ETF shares in Q3 2022, an estimated $223K.
Global X S&P 500 Covered Call ETF made up 0.08% of American Portfolios Advisors's portfolio in Q3 2022, its #258 holding.
American Portfolios Advisors first reported a position in Global X S&P 500 Covered Call ETF in Q2 2018 and has held it in 18 quarters since.
American Portfolios Advisors's Global X S&P 500 Covered Call ETF position peaked at $2.62M in Q1 2022.
153 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.