Carroll Financial Associates’s Global X S&P 500 Covered Call & Growth ETF XYLG Stock Holding History

Carroll Financial Associates’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
2021 Q4	$35K	Hold	1,084	–	–	﹤0.01%	821
2021 Q3	$32K	Hold	1,084	–	–	﹤0.01%	868
2021 Q2	$32K	Hold	1,084	–	–	﹤0.01%	951
2021 Q1	$31K	Buy	+1,084	New	+$30.5K	﹤0.01%	905

Other funds holding XYLG

GAMC

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

OMC

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Carroll Financial Associates's XYLG Position: Q4 2021 in Review

Carroll Financial Associates held its Global X S&P 500 Covered Call & Growth ETF (XYLG) position steady in Q4 2021 at 1,084 shares worth $35K. The position accounts for ﹤0.01% of the portfolio, ranked #821.

Carroll Financial Associates first reported a position in XYLG in Q1 2021 and has held it in 4 quarters since. 5 funds tracked by Wall St. Rank hold XYLG as of Q4 2021.

Carroll Financial Associates held 1,084 shares of Global X S&P 500 Covered Call & Growth ETF worth $35K as of Q4 2021.
Carroll Financial Associates left its Global X S&P 500 Covered Call & Growth ETF share count unchanged in Q4 2021.
Global X S&P 500 Covered Call & Growth ETF made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #821 holding.
Carroll Financial Associates first reported a position in Global X S&P 500 Covered Call & Growth ETF in Q1 2021 and has held it in 4 quarters since.
5 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call & Growth ETF as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.