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

Beam Wealth Advisors’s Portfolio XYLG Stock Details XYLG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-7,390	Closed	-$206K	–	111
2023 Q2	$206K	Sell	7,390 -846	-10%	-$22.7K	0.14%	98
2023 Q1	$218K	Buy	8,236 +159	+2%	+$4.14K	0.22%	92
2022 Q4	$203K	Buy	+8,077	New	+$205K	0.21%	96

Other funds holding XYLG

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

GAMC

Garner Asset Management Corp Plano, Texas $255M AUM 22.93% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Beam Wealth Advisors's XYLG Position: Q3 2023 in Review

Beam Wealth Advisors sold out of Global X S&P 500 Covered Call & Growth ETF (XYLG) in Q3 2023, closing a stake of 7,390 shares — an estimated $206K sold.

Beam Wealth Advisors first reported a position in XYLG in Q4 2022 and held it in 3 quarters. The position peaked at $218K in Q1 2023. 13 funds tracked by Wall St. Rank hold XYLG as of Q3 2023.

Beam Wealth Advisors reported no remaining Global X S&P 500 Covered Call & Growth ETF position as of Q3 2023 after selling out during the quarter.
Beam Wealth Advisors sold 7,390 Global X S&P 500 Covered Call & Growth ETF shares in Q3 2023, an estimated $206K.
Beam Wealth Advisors first reported a position in Global X S&P 500 Covered Call & Growth ETF in Q4 2022 and held it in 3 quarters.
Beam Wealth Advisors's Global X S&P 500 Covered Call & Growth ETF position peaked at $218K in Q1 2023.
13 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call & Growth ETF as of Q3 2023.

Based on Beam Wealth Advisors's 13F filing for Q3 2023, filed 26 Oct 2023.