CFO4Life’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

CFO4Life’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 Q4	$224K	Buy	+5,677	New	+$226K	0.05%	156

Other funds holding XYLD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HCPC

Hamilton Capital Partners (Canada) Toronto $3.45B AUM 58.23% 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 $23.7B AUM 45.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BCM

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CFO4Life's XYLD Position: Q4 2022 in Review

CFO4Life opened a new position in Global X S&P 500 Covered Call ETF (XYLD) in Q4 2022: 5,677 shares worth $224K. The stake represents 0.05% of the portfolio and ranks #156 among its holdings.

176 funds tracked by Wall St. Rank hold XYLD as of Q4 2022.

CFO4Life held 5,677 shares of Global X S&P 500 Covered Call ETF worth $224K as of Q4 2022.
Global X S&P 500 Covered Call ETF was a new CFO4Life position in Q4 2022.
Global X S&P 500 Covered Call ETF made up 0.05% of CFO4Life's portfolio in Q4 2022, its #156 holding.
176 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q4 2022.

Based on CFO4Life's 13F filing for Q4 2022, filed 11 Jan 2023.