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Brandywine Oak Private Wealth’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Brandywine Oak Private Wealth’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
2022
Q3 		– Sell
-6,736
Closed -$287K – 323
2022
Q2 		$287K Buy
+6,736
New +$308K 0.04% 254

Other funds holding XYLD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
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
BCP
Blue Chip Partners Farmington Hills, Michigan $1.39B AUM 22.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

Brandywine Oak Private Wealth's XYLD Position: Q3 2022 in Review

Brandywine Oak Private Wealth sold out of Global X S&P 500 Covered Call ETF (XYLD) in Q3 2022, closing a stake of 6,736 shares — an estimated $287K sold.

Brandywine Oak Private Wealth first reported a position in XYLD in Q2 2022 and held it in 1 quarter. The position peaked at $287K in Q2 2022. 153 funds tracked by Wall St. Rank hold XYLD as of Q3 2022.

  • Brandywine Oak Private Wealth reported no remaining Global X S&P 500 Covered Call ETF position as of Q3 2022 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 6,736 Global X S&P 500 Covered Call ETF shares in Q3 2022, an estimated $287K.
  • Brandywine Oak Private Wealth first reported a position in Global X S&P 500 Covered Call ETF in Q2 2022 and held it in 1 quarter.
  • Brandywine Oak Private Wealth's Global X S&P 500 Covered Call ETF position peaked at $287K in Q2 2022.
  • 153 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q3 2022.

Based on Brandywine Oak Private Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.