Capital Analysts LLC’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Capital Analysts LLC’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
2023 Q1	–	Sell	-14,345	Closed	-$565K	–	1088
2022 Q4	$565K	Buy	14,345 +280	+2%	+$11.1K	0.03%	279
2022 Q3	$536K	Sell	14,065 -746	-5%	-$31.6K	0.04%	264
2022 Q2	$632K	Buy	+14,811	New	+$677K	0.04%	246

Other funds holding XYLD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

PPW

Pasadena Private Wealth Pasadena, California $723M AUM 18.72% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Capital Analysts LLC's XYLD Position: Q1 2023 in Review

Capital Analysts LLC sold out of Global X S&P 500 Covered Call ETF (XYLD) in Q1 2023, closing a stake of 14,345 shares — an estimated $565K sold.

Capital Analysts LLC first reported a position in XYLD in Q2 2022 and held it in 3 quarters. The position peaked at $632K in Q2 2022. 182 funds tracked by Wall St. Rank hold XYLD as of Q1 2023.

Capital Analysts LLC reported no remaining Global X S&P 500 Covered Call ETF position as of Q1 2023 after selling out during the quarter.
Capital Analysts LLC sold 14,345 Global X S&P 500 Covered Call ETF shares in Q1 2023, an estimated $565K.
Capital Analysts LLC first reported a position in Global X S&P 500 Covered Call ETF in Q2 2022 and held it in 3 quarters.
Capital Analysts LLC's Global X S&P 500 Covered Call ETF position peaked at $632K in Q2 2022.
182 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q1 2023.

Based on Capital Analysts LLC's 13F filing for Q1 2023, filed 5 May 2023.