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

Atticus Wealth 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
Q3 		– Sell
-17
Closed -$688 – 559
2024
Q2 		$688 Sell
17
-17
-50% -$685 ﹤0.01% 500
2024
Q1 		$1.39K Sell
34
-346
-91% -$13.9K ﹤0.01% 497
2023
Q4 		$15K Sell
380
-4,966
-93% -$194K 0.01% 358
2023
Q3 		$208K Sell
5,346
-1,676
-24% -$67.9K 0.08% 123
2023
Q2 		$288K Sell
7,022
-6
-0.1% -$244 0.11% 105
2023
Q1 		$285K Buy
+7,028
New +$283K 0.11% 103

Other funds holding XYLD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NAM
Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return
UBS Group
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Atticus Wealth Management's XYLD Position: Q3 2024 in Review

Atticus Wealth Management sold out of Global X S&P 500 Covered Call ETF (XYLD) in Q3 2024, closing a stake of 17 shares — an estimated $688 sold.

Atticus Wealth Management first reported a position in XYLD in Q1 2023 and held it in 6 quarters. The position peaked at $288K in Q2 2023. 225 funds tracked by Wall St. Rank hold XYLD as of Q3 2024.

  • Atticus Wealth Management reported no remaining Global X S&P 500 Covered Call ETF position as of Q3 2024 after selling out during the quarter.
  • Atticus Wealth Management sold 17 Global X S&P 500 Covered Call ETF shares in Q3 2024, an estimated $688.
  • Atticus Wealth Management first reported a position in Global X S&P 500 Covered Call ETF in Q1 2023 and held it in 6 quarters.
  • Atticus Wealth Management's Global X S&P 500 Covered Call ETF position peaked at $288K in Q2 2023.
  • 225 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q3 2024.

Based on Atticus Wealth Management's 13F filing for Q3 2024, filed 15 Oct 2024.