Avantax Planning Partners’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.7M Buy
2025
Q1
$2.71M Buy
2024
Q4
$2.33M Sell
2024
Q3
$2.56M Sell
2024
Q2
$2.88M Hold
2024
Q1
$2.9M Sell
2023
Q4
$2.96M Buy