Carson Wealth (CWM LLC)’s Global X S&P 500 Covered Call & Growth ETF XYLG Stock Holding History

Carson Wealth (CWM LLC)’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
2024 Q3	–	Sell	-1,540	Closed	-$47K	–	5201
2024 Q2	$47K	Hold	1,540	–	–	﹤0.01%	2518
2024 Q1	$47K	Hold	1,540	–	–	﹤0.01%	2334
2023 Q4	$44K	Sell	1,540 -50	-3%	-$1.36K	﹤0.01%	2261
2023 Q3	$42K	Buy	1,590 +50	+3%	+$1.38K	﹤0.01%	2177
2023 Q2	$43K	Buy	+1,540	New	+$41.4K	﹤0.01%	2100

Other funds holding XYLG

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

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

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

GAMC

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

RJFSA

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

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Carson Wealth (CWM LLC)'s XYLG Position: Q3 2024 in Review

Carson Wealth (CWM LLC) sold out of Global X S&P 500 Covered Call & Growth ETF (XYLG) in Q3 2024, closing a stake of 1,540 shares — an estimated $47K sold.

Carson Wealth (CWM LLC) first reported a position in XYLG in Q2 2023 and held it in 5 quarters. The position peaked at $47K in Q2 2024. 18 funds tracked by Wall St. Rank hold XYLG as of Q3 2024.

Carson Wealth (CWM LLC) reported no remaining Global X S&P 500 Covered Call & Growth ETF position as of Q3 2024 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 1,540 Global X S&P 500 Covered Call & Growth ETF shares in Q3 2024, an estimated $47K.
Carson Wealth (CWM LLC) first reported a position in Global X S&P 500 Covered Call & Growth ETF in Q2 2023 and held it in 5 quarters.
Carson Wealth (CWM LLC)'s Global X S&P 500 Covered Call & Growth ETF position peaked at $47K in Q2 2024.
18 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call & Growth ETF as of Q3 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2024, filed 8 Oct 2024.