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

Capital CS 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
2022 Q1	–	Sell	-4,539	Closed	-$229K	–	86
2021 Q4	$229K	Buy	+4,539	New	+$228K	0.18%	66
2021 Q3	–	Sell	-7,340	Closed	-$360K	–	101
2021 Q2	$360K	Buy	+7,340	New	+$354K	0.29%	51

Other funds holding XYLD

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

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

Capital CS Group's XYLD Position: Q1 2022 in Review

Capital CS Group sold out of Global X S&P 500 Covered Call ETF (XYLD) in Q1 2022, closing a stake of 4,539 shares — an estimated $229K sold.

Capital CS Group first reported a position in XYLD in Q2 2021 and held it in 2 quarters. The position peaked at $360K in Q2 2021. 130 funds tracked by Wall St. Rank hold XYLD as of Q1 2022.

Capital CS Group reported no remaining Global X S&P 500 Covered Call ETF position as of Q1 2022 after selling out during the quarter.
Capital CS Group sold 4,539 Global X S&P 500 Covered Call ETF shares in Q1 2022, an estimated $229K.
Capital CS Group first reported a position in Global X S&P 500 Covered Call ETF in Q2 2021 and held it in 2 quarters.
Capital CS Group's Global X S&P 500 Covered Call ETF position peaked at $360K in Q2 2021.
130 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q1 2022.

Based on Capital CS Group's 13F filing for Q1 2022, filed 25 Apr 2022.