Cetera Advisors’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Cetera Advisors’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
2024 Q1	$2.09M	Buy	51,234 +32,300	+171%	+$1.29M	0.02%	798
2023 Q4	$747K	Buy	18,934 +2,001	+12%	+$78K	0.01%	907
2023 Q3	$659K	Buy	16,933 +5,286	+45%	+$214K	0.01%	910
2023 Q2	$478K	Sell	11,647 -1,953	-14%	-$79.5K	0.01%	1076
2023 Q1	$551K	Buy	13,600 +1,591	+13%	+$64.1K	0.01%	969
2022 Q4	$473K	Buy	12,009 +2,391	+25%	+$95.1K	0.01%	1005
2022 Q3	$367K	Sell	9,618 -5,838	-38%	-$247K	0.01%	907
2022 Q2	$660K	Buy	15,456 +1,167	+8%	+$53.4K	0.02%	728
2022 Q1	$708K	Buy	+14,289	New	+$698K	0.01%	734
2019 Q2	–	Sell	-250	Closed	-$12K	–	1302
2019 Q1	$12K	Sell	250 -6,915	-97%	-$322K	﹤0.01%	1127
2018 Q4	$316K	Sell	7,165 -1,092	-13%	-$53K	0.02%	618
2018 Q3	$433K	Buy	8,257 +1,310	+19%	+$67.9K	0.02%	618
2018 Q2	$352K	Buy	6,947 +607	+10%	+$30.1K	0.02%	616
2018 Q1	$305K	Buy	+6,340	New	+$318K	0.02%	602

Other funds holding XYLD

NAM

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

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

RJFSA

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

BCM

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

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

Cetera Advisors's XYLD Position: Q1 2024 in Review

Cetera Advisors increased its Global X S&P 500 Covered Call ETF (XYLD) stake by 171% in Q1 2024, buying an estimated $1.29M and bringing the position to 51,234 shares worth $2.09M. The position accounts for 0.02% of the portfolio, ranked #798.

Cetera Advisors first reported a position in XYLD in Q1 2018 and has held it in 14 quarters since. 224 funds tracked by Wall St. Rank hold XYLD as of Q1 2024.

Cetera Advisors held 51,234 shares of Global X S&P 500 Covered Call ETF worth $2.09M as of Q1 2024.
Cetera Advisors bought 32,300 Global X S&P 500 Covered Call ETF shares in Q1 2024, an estimated $1.29M.
Global X S&P 500 Covered Call ETF made up 0.02% of Cetera Advisors's portfolio in Q1 2024, its #798 holding.
Cetera Advisors first reported a position in Global X S&P 500 Covered Call ETF in Q1 2018 and has held it in 14 quarters since.
224 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.