Atria Wealth Solutions’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.03M | Sell |
52,037
-23,917
| -31% | -$931K | 0.05% | 414 |
|
2025
Q1 | $3M | Buy |
75,954
+1,276
| +2% | +$50.4K | 0.04% | 496 |
|
2024
Q4 | $3.19M | Sell |
74,678
-1,241
| -2% | -$53K | 0.03% | 486 |
|
2024
Q3 | $3.15M | Sell |
75,919
-1,693
| -2% | -$70.3K | 0.03% | 480 |
|
2024
Q2 | $3.16M | Sell |
77,612
-6,920
| -8% | -$281K | 0.03% | 472 |
|
2024
Q1 | $3.45M | Buy |
84,532
+7,995
| +10% | +$326K | 0.04% | 451 |
|
2023
Q4 | $3.03M | Sell |
76,537
-11,566
| -13% | -$458K | 0.04% | 461 |
|
2023
Q3 | $3.43M | Buy |
88,103
+9,753
| +12% | +$379K | 0.05% | 399 |
|
2023
Q2 | $3.22M | Buy |
78,350
+12,442
| +19% | +$511K | 0.04% | 418 |
|
2023
Q1 | $2.67M | Buy |
65,908
+2,521
| +4% | +$102K | 0.04% | 446 |
|
2022
Q4 | $2.52M | Buy |
63,387
+30,018
| +90% | +$1.19M | 0.04% | 435 |
|
2022
Q3 | $1.27M | Buy |
33,369
+26,586
| +392% | +$1.01M | 0.02% | 630 |
|
2022
Q2 | $290K | Buy |
6,783
+1,931
| +40% | +$82.6K | 0.01% | 1206 |
|
2022
Q1 | $240K | Buy |
+4,852
| New | +$240K | ﹤0.01% | 1457 |
|