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

Axim Planning & Wealth’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
2022 Q4	–	Sell	-7,619	Closed	-$290K	–	168
2022 Q3	$290K	Buy	7,619 +93	+1%	+$3.94K	0.29%	14
2022 Q2	$321K	Buy	+7,526	New	+$344K	0.25%	11

Other funds holding XYLD

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

NAM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

Axim Planning & Wealth's XYLD Position: Q4 2022 in Review

Axim Planning & Wealth sold out of Global X S&P 500 Covered Call ETF (XYLD) in Q4 2022, closing a stake of 7,619 shares — an estimated $290K sold.

Axim Planning & Wealth first reported a position in XYLD in Q2 2022 and held it in 2 quarters. The position peaked at $321K in Q2 2022. 174 funds tracked by Wall St. Rank hold XYLD as of Q4 2022.

Axim Planning & Wealth reported no remaining Global X S&P 500 Covered Call ETF position as of Q4 2022 after selling out during the quarter.
Axim Planning & Wealth sold 7,619 Global X S&P 500 Covered Call ETF shares in Q4 2022, an estimated $290K.
Axim Planning & Wealth first reported a position in Global X S&P 500 Covered Call ETF in Q2 2022 and held it in 2 quarters.
Axim Planning & Wealth's Global X S&P 500 Covered Call ETF position peaked at $321K in Q2 2022.
174 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q4 2022.

Based on Axim Planning & Wealth's 13F filing for Q4 2022, filed 8 Feb 2023.