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

Clearview Wealth 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
2023 Q3	–	Sell	-484	Closed	-$19.9K	–	665
2023 Q2	$19.9K	Hold	484	–	–	0.02%	279
2023 Q1	$19.6K	Sell	484 -220	-31%	-$8.87K	0.02%	279
2022 Q4	$27.7K	Sell	704 -400	-36%	-$15.9K	0.02%	207
2022 Q3	$42K	Hold	1,104	–	–	0.03%	186
2022 Q2	$47K	Sell	1,104 -1,264	-53%	-$57.8K	0.04%	193
2022 Q1	$117K	Sell	2,368 -11,528	-83%	-$563K	0.08%	128
2021 Q4	$702K	Buy	+13,896	New	+$697K	0.43%	53

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

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

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

Clearview Wealth Advisors's XYLD Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Global X S&P 500 Covered Call ETF (XYLD) in Q3 2023, closing a stake of 484 shares — an estimated $19.9K sold.

Clearview Wealth Advisors first reported a position in XYLD in Q4 2021 and held it in 7 quarters. The position peaked at $702K in Q4 2021. 203 funds tracked by Wall St. Rank hold XYLD as of Q3 2023.

Clearview Wealth Advisors reported no remaining Global X S&P 500 Covered Call ETF position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 484 Global X S&P 500 Covered Call ETF shares in Q3 2023, an estimated $19.9K.
Clearview Wealth Advisors first reported a position in Global X S&P 500 Covered Call ETF in Q4 2021 and held it in 7 quarters.
Clearview Wealth Advisors's Global X S&P 500 Covered Call ETF position peaked at $702K in Q4 2021.
203 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.