Avantax Planning Partners’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 | $3.7M | Buy |
94,968
+26,336
| +38% | +$1.03M | 0.12% | 100 |
|
|
2025
Q1 | $2.71M | Buy |
68,632
+12,937
| +23% | +$511K | 0.1% | 115 |
|
|
2024
Q4 | $2.33M | Sell |
55,695
-5,983
| -10% | -$251K | 0.08% | 117 |
|
|
2024
Q3 | $2.56M | Sell |
61,678
-9,464
| -13% | -$393K | 0.09% | 116 |
|
|
2024
Q2 | $2.88M | Hold |
71,142
| – | – | 0.09% | 116 |
|
|
2024
Q1 | $2.9M | Sell |
71,142
-3,866
| -5% | -$158K | 0.09% | 123 |
|
|
2023
Q4 | $2.96M | Buy |
+75,008
| New | +$2.96M | 0.11% | 89 |
|