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Consolidated Portfolio Review Corp’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Consolidated Portfolio Review Corp’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
Q4 		– Sell
-9,503
Closed -$394K – 396
2024
Q3 		$394K Buy
9,503
+3,033
+47% +$124K 0.09% 209
2024
Q2 		$262K Buy
6,470
+1,185
+22% +$47.8K 0.06% 256
2024
Q1 		$216K Buy
+5,285
New +$212K 0.06% 252

Other funds holding XYLD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NAM
Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Consolidated Portfolio Review Corp's XYLD Position: Q4 2024 in Review

Consolidated Portfolio Review Corp sold out of Global X S&P 500 Covered Call ETF (XYLD) in Q4 2024, closing a stake of 9,503 shares — an estimated $394K sold.

Consolidated Portfolio Review Corp first reported a position in XYLD in Q1 2024 and held it in 3 quarters. The position peaked at $394K in Q3 2024. 255 funds tracked by Wall St. Rank hold XYLD as of Q4 2024.

  • Consolidated Portfolio Review Corp reported no remaining Global X S&P 500 Covered Call ETF position as of Q4 2024 after selling out during the quarter.
  • Consolidated Portfolio Review Corp sold 9,503 Global X S&P 500 Covered Call ETF shares in Q4 2024, an estimated $394K.
  • Consolidated Portfolio Review Corp first reported a position in Global X S&P 500 Covered Call ETF in Q1 2024 and held it in 3 quarters.
  • Consolidated Portfolio Review Corp's Global X S&P 500 Covered Call ETF position peaked at $394K in Q3 2024.
  • 255 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q4 2024.

Based on Consolidated Portfolio Review Corp's 13F filing for Q4 2024, filed 27 Jan 2025.