Hamilton Capital Partners (Canada)’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Hamilton Capital Partners (Canada)’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
2023 Q4	–	Sell	-1,062,208	Closed	-$41.3M	–	118
2023 Q3	$41.3M	Buy	1,062,208 +7,569	+0.7%	+$307K	15.02%	3
2023 Q2	$43.3M	Sell	1,054,639 -475,159	-31%	-$19.3M	15.73%	3
2023 Q1	$62M	Buy	1,529,798 +437,895	+40%	+$17.6M	22.39%	2
2022 Q4	$43M	Buy	+1,091,903	New	+$43.4M	18.22%	3

Other funds holding XYLD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NAM

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BCM

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

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

Hamilton Capital Partners (Canada)'s XYLD Position: Q4 2023 in Review

Hamilton Capital Partners (Canada) sold out of Global X S&P 500 Covered Call ETF (XYLD) in Q4 2023, closing a stake of 1,062,208 shares — an estimated $41.3M sold.

Hamilton Capital Partners (Canada) first reported a position in XYLD in Q4 2022 and held it in 4 quarters. The position peaked at $62M in Q1 2023. 227 funds tracked by Wall St. Rank hold XYLD as of Q4 2023.

Hamilton Capital Partners (Canada) reported no remaining Global X S&P 500 Covered Call ETF position as of Q4 2023 after selling out during the quarter.
Hamilton Capital Partners (Canada) sold 1,062,208 Global X S&P 500 Covered Call ETF shares in Q4 2023, an estimated $41.3M.
Hamilton Capital Partners (Canada) first reported a position in Global X S&P 500 Covered Call ETF in Q4 2022 and held it in 4 quarters.
Hamilton Capital Partners (Canada)'s Global X S&P 500 Covered Call ETF position peaked at $62M in Q1 2023.
227 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q4 2023.

Based on Hamilton Capital Partners (Canada)'s 13F filing for Q4 2023, filed 14 Aug 2026.