Bessemer Group
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Bessemer Group’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Bessemer Group’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
2021
Q4 		– Sell
-2,064
Closed -$100K – 1999
2021
Q3 		$100K Buy
+2,064
New +$102K ﹤0.01% 940

Other funds holding XYLD

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
ACM
Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return

Bessemer Group's XYLD Position: Q4 2021 in Review

Bessemer Group sold out of Global X S&P 500 Covered Call ETF (XYLD) in Q4 2021, closing a stake of 2,064 shares — an estimated $100K sold.

Bessemer Group first reported a position in XYLD in Q3 2021 and held it in 1 quarter. The position peaked at $100K in Q3 2021. 96 funds tracked by Wall St. Rank hold XYLD as of Q4 2021.

  • Bessemer Group reported no remaining Global X S&P 500 Covered Call ETF position as of Q4 2021 after selling out during the quarter.
  • Bessemer Group sold 2,064 Global X S&P 500 Covered Call ETF shares in Q4 2021, an estimated $100K.
  • Bessemer Group first reported a position in Global X S&P 500 Covered Call ETF in Q3 2021 and held it in 1 quarter.
  • Bessemer Group's Global X S&P 500 Covered Call ETF position peaked at $100K in Q3 2021.
  • 96 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q4 2021.

Based on Bessemer Group's 13F filing for Q4 2021, filed 27 Jan 2022.