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

Anfield Capital 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 Q2	–	Sell	-28,521	Closed	-$1.16M	–	539
2024 Q1	$1.16M	Buy	28,521 +1,956	+7%	+$78.4K	0.56%	43
2023 Q4	$1.05M	Sell	26,565 -20,701	-44%	-$807K	0.56%	46
2023 Q3	$1.84M	Sell	47,266 -489	-1%	-$19.8K	0.88%	33
2023 Q2	$1.96M	Buy	47,755 +4,564	+11%	+$186K	0.86%	35
2023 Q1	$1.75M	Buy	43,191 +2,771	+7%	+$112K	0.81%	41
2022 Q4	$1.59M	Sell	40,420 -4,564	-10%	-$182K	0.78%	41
2022 Q3	$1.71M	Sell	44,984 -163	-0.4%	-$6.9K	0.82%	35
2022 Q2	$1.93M	Buy	45,147 +2,618	+6%	+$120K	0.87%	37
2022 Q1	$2.11M	Buy	+42,529	New	+$2.08M	0.77%	36

Other funds holding XYLD

NAM

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

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

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

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

Anfield Capital Management's XYLD Position: Q2 2024 in Review

Anfield Capital Management sold out of Global X S&P 500 Covered Call ETF (XYLD) in Q2 2024, closing a stake of 28,521 shares — an estimated $1.16M sold.

Anfield Capital Management first reported a position in XYLD in Q1 2022 and held it in 9 quarters. The position peaked at $2.11M in Q1 2022. 229 funds tracked by Wall St. Rank hold XYLD as of Q2 2024.

Anfield Capital Management reported no remaining Global X S&P 500 Covered Call ETF position as of Q2 2024 after selling out during the quarter.
Anfield Capital Management sold 28,521 Global X S&P 500 Covered Call ETF shares in Q2 2024, an estimated $1.16M.
Anfield Capital Management first reported a position in Global X S&P 500 Covered Call ETF in Q1 2022 and held it in 9 quarters.
Anfield Capital Management's Global X S&P 500 Covered Call ETF position peaked at $2.11M in Q1 2022.
229 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2024.

Based on Anfield Capital Management's 13F filing for Q2 2024, filed 31 Jul 2024.