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Atlas Private Wealth Advisors’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Atlas Private Wealth 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
2020
Q3 		– Sell
-86
Closed -$4K – 736
2020
Q2 		$4K Buy
+86
New +$3.55K ﹤0.01% 545

Other funds holding XYLD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Atlas Private Wealth Advisors's XYLD Position: Q3 2020 in Review

Atlas Private Wealth Advisors sold out of Global X S&P 500 Covered Call ETF (XYLD) in Q3 2020, closing a stake of 86 shares — an estimated $4K sold.

Atlas Private Wealth Advisors first reported a position in XYLD in Q2 2020 and held it in 1 quarter. The position peaked at $4K in Q2 2020. 46 funds tracked by Wall St. Rank hold XYLD as of Q3 2020.

  • Atlas Private Wealth Advisors reported no remaining Global X S&P 500 Covered Call ETF position as of Q3 2020 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 86 Global X S&P 500 Covered Call ETF shares in Q3 2020, an estimated $4K.
  • Atlas Private Wealth Advisors first reported a position in Global X S&P 500 Covered Call ETF in Q2 2020 and held it in 1 quarter.
  • Atlas Private Wealth Advisors's Global X S&P 500 Covered Call ETF position peaked at $4K in Q2 2020.
  • 46 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q3 2020.

Based on Atlas Private Wealth Advisors's 13F filing for Q3 2020, filed 27 Oct 2020.