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

Axxcess 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
Q1 		– Sell
-6,231
Closed -$246K – 938
2023
Q4 		$246K Buy
6,231
+298
+5% +$11.6K 0.01% 718
2023
Q3 		$231K Buy
+5,933
New +$240K 0.01% 681

Other funds holding XYLD

NAM
Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Axxcess Wealth Management's XYLD Position: Q1 2024 in Review

Axxcess Wealth Management sold out of Global X S&P 500 Covered Call ETF (XYLD) in Q1 2024, closing a stake of 6,231 shares — an estimated $246K sold.

Axxcess Wealth Management first reported a position in XYLD in Q3 2023 and held it in 2 quarters. The position peaked at $246K in Q4 2023. 224 funds tracked by Wall St. Rank hold XYLD as of Q1 2024.

  • Axxcess Wealth Management reported no remaining Global X S&P 500 Covered Call ETF position as of Q1 2024 after selling out during the quarter.
  • Axxcess Wealth Management sold 6,231 Global X S&P 500 Covered Call ETF shares in Q1 2024, an estimated $246K.
  • Axxcess Wealth Management first reported a position in Global X S&P 500 Covered Call ETF in Q3 2023 and held it in 2 quarters.
  • Axxcess Wealth Management's Global X S&P 500 Covered Call ETF position peaked at $246K in Q4 2023.
  • 224 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q1 2024.

Based on Axxcess Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.