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

Bartlett & Co Wealth Management’s Portfolio XYLD Stock Details XYLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$4.01K Hold
103
– – ﹤0.01% 1024
2025
Q1 		$4.07K Sell
103
-210
-67% -$8.29K ﹤0.01% 1010
2024
Q4 		$13.5K Hold
313
– – ﹤0.01% 874
2024
Q3 		$13K Hold
313
– – ﹤0.01% 889
2024
Q2 		$12.7K Buy
+313
New +$12.7K ﹤0.01% 890