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Cornerstone Planning Group’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Cornerstone Planning Group’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
Q4 		– Sell
-1,006
Closed -$39.1K – 1035
2023
Q3 		$39.1K Buy
+1,006
New +$40.8K 0.01% 210

Other funds holding XYLD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NAM
Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
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
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

Cornerstone Planning Group's XYLD Position: Q4 2023 in Review

Cornerstone Planning Group sold out of Global X S&P 500 Covered Call ETF (XYLD) in Q4 2023, closing a stake of 1,006 shares — an estimated $39.1K sold.

Cornerstone Planning Group first reported a position in XYLD in Q3 2023 and held it in 1 quarter. The position peaked at $39.1K in Q3 2023. 226 funds tracked by Wall St. Rank hold XYLD as of Q4 2023.

  • Cornerstone Planning Group reported no remaining Global X S&P 500 Covered Call ETF position as of Q4 2023 after selling out during the quarter.
  • Cornerstone Planning Group sold 1,006 Global X S&P 500 Covered Call ETF shares in Q4 2023, an estimated $39.1K.
  • Cornerstone Planning Group first reported a position in Global X S&P 500 Covered Call ETF in Q3 2023 and held it in 1 quarter.
  • Cornerstone Planning Group's Global X S&P 500 Covered Call ETF position peaked at $39.1K in Q3 2023.
  • 226 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q4 2023.

Based on Cornerstone Planning Group's 13F filing for Q4 2023, filed 12 Feb 2024.