Avantax Advisory Services’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 | $7.27M | Buy |
186,782
+44,563
| +31% | +$1.74M | 0.04% | 338 |
|
|
2025
Q1 | $5.62M | Buy |
142,219
+9,814
| +7% | +$388K | 0.03% | 386 |
|
|
2024
Q4 | $5.55M | Buy |
132,405
+18,094
| +16% | +$758K | 0.03% | 368 |
|
|
2024
Q3 | $4.74M | Sell |
114,311
-47,878
| -30% | -$1.99M | 0.03% | 404 |
|
|
2024
Q2 | $6.56M | Buy |
162,189
+14,890
| +10% | +$602K | 0.05% | 299 |
|
|
2024
Q1 | $6.01M | Buy |
147,299
+51,340
| +54% | +$2.09M | 0.05% | 265 |
|
|
2023
Q4 | $3.78M | Buy |
95,959
+65,832
| +219% | +$2.6M | 0.04% | 332 |
|
|
2023
Q3 | $1.17M | Buy |
30,127
+14,601
| +94% | +$568K | 0.01% | 619 |
|
|
2023
Q2 | $637K | Buy |
15,526
+215
| +1% | +$8.83K | 0.01% | 851 |
|
|
2023
Q1 | $620K | Buy |
15,311
+7,028
| +85% | +$285K | 0.01% | 821 |
|
|
2022
Q4 | $326K | Buy |
8,283
+2,368
| +40% | +$93.2K | ﹤0.01% | 1064 |
|
|
2022
Q3 | $225K | Buy |
+5,915
| New | +$225K | ﹤0.01% | 1154 |
|