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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.04M	Buy	52,218 +8,401	+19%	+$339K	0.51%	50
2025 Q4	$1.78M	Sell	43,817 -601	-1%	-$24.1K	0.49%	47
2025 Q3	$1.74M	Buy	44,418 +77	+0.2%	+$3.01K	0.48%	48
2025 Q2	$1.73M	Sell	44,341 -274	-0.6%	-$10.5K	0.51%	49
2025 Q1	$1.76M	Sell	44,615 -1,227	-3%	-$50.9K	0.59%	43
2024 Q4	$1.92M	Buy	45,842 +1,124	+3%	+$47.2K	0.61%	41
2024 Q3	$1.86M	Sell	44,718 -50	-0.1%	-$2.04K	0.56%	39
2024 Q2	$1.81M	Sell	44,768 -5,653	-11%	-$228K	0.6%	36
2024 Q1	$2.06M	Buy	50,421 +3,913	+8%	+$157K	1.24%	23
2023 Q4	$1.83M	Sell	46,508 -1,846	-4%	-$72K	1.16%	23
2023 Q3	$1.88M	Sell	48,354 -252	-0.5%	-$10.2K	1.34%	19
2023 Q2	$2M	Sell	48,606 -868	-2%	-$35.3K	1.38%	20
2023 Q1	$2M	Buy	49,474 +1,286	+3%	+$51.8K	2.01%	16
2022 Q4	$1.9M	Buy	48,188 +852	+2%	+$33.9K	1.98%	16
2022 Q3	$1.8M	Buy	47,336 +5,630	+13%	+$238K	2.01%	12
2022 Q2	$1.78M	Buy	41,706 +2,760	+7%	+$126K	1.98%	11
2022 Q1	$1.93M	Buy	38,946 +5,992	+18%	+$293K	2.22%	12
2021 Q4	$1.66M	Buy	32,954 +3,396	+11%	+$170K	1.91%	18
2021 Q3	$1.43M	Buy	29,558 +3,127	+12%	+$154K	1.23%	22
2021 Q2	$1.3M	Buy	26,431 +4,554	+21%	+$220K	1.12%	26
2021 Q1	$1.05M	Buy	21,877 +4,182	+24%	+$197K	0.93%	37
2020 Q4	$821K	Buy	17,695 +1,472	+9%	+$67.1K	0.77%	46
2020 Q3	$724K	Buy	16,223 +157	+1%	+$6.93K	0.68%	47
2020 Q2	$691K	Buy	16,066 +458	+3%	+$18.9K	0.7%	50
2020 Q1	$596K	Buy	15,608 +2,199	+16%	+$104K	0.59%	57
2019 Q4	$679K	Buy	+13,409	New	+$666K	0.63%	46