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

Avior 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 Q2	–	Sell	-130	Closed	-$5.3K	–	3764
2024 Q1	$5.3K	Hold	130	–	–	﹤0.01%	2065
2023 Q4	$5.13K	Hold	130	–	–	﹤0.01%	1136
2023 Q3	$5.05K	Hold	130	–	–	﹤0.01%	1188
2023 Q2	$5.34K	Hold	130	–	–	﹤0.01%	1149
2023 Q1	$5.26K	Buy	+130	New	+$5.24K	﹤0.01%	1184

Other funds holding XYLD

NAM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BCM

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Avior Wealth Management's XYLD Position: Q2 2024 in Review

Avior Wealth Management sold out of Global X S&P 500 Covered Call ETF (XYLD) in Q2 2024, closing a stake of 130 shares — an estimated $5.3K sold.

Avior Wealth Management first reported a position in XYLD in Q1 2023 and held it in 5 quarters. The position peaked at $5.34K in Q2 2023. 229 funds tracked by Wall St. Rank hold XYLD as of Q2 2024.

Avior Wealth Management reported no remaining Global X S&P 500 Covered Call ETF position as of Q2 2024 after selling out during the quarter.
Avior Wealth Management sold 130 Global X S&P 500 Covered Call ETF shares in Q2 2024, an estimated $5.3K.
Avior Wealth Management first reported a position in Global X S&P 500 Covered Call ETF in Q1 2023 and held it in 5 quarters.
Avior Wealth Management's Global X S&P 500 Covered Call ETF position peaked at $5.34K in Q2 2023.
229 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.