Creative Financial Designs’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Creative Financial Designs’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
2021 Q4	–	Sell	-65	Closed	-$3K	–	1464
2021 Q3	$3K	Hold	65	–	–	﹤0.01%	1274
2021 Q2	$3K	Hold	65	–	–	﹤0.01%	1290
2021 Q1	$3K	Sell	65 -2,648	-98%	-$125K	﹤0.01%	1185
2020 Q4	$126K	Sell	2,713 -198	-7%	-$9.03K	0.03%	333
2020 Q3	$130K	Sell	2,911 -175	-6%	-$7.72K	0.03%	295
2020 Q2	$131K	Buy	3,086 +69	+2%	+$2.85K	0.04%	244
2020 Q1	$115K	Buy	3,017 +2,556	+554%	+$121K	0.06%	161
2019 Q4	$24K	Buy	+461	New	+$22.9K	0.01%	313

Other funds holding XYLD

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BCM

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

ACM

Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return

RJFSA

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

Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return

Creative Financial Designs's XYLD Position: Q4 2021 in Review

Creative Financial Designs sold out of Global X S&P 500 Covered Call ETF (XYLD) in Q4 2021, closing a stake of 65 shares — an estimated $3K sold.

Creative Financial Designs first reported a position in XYLD in Q4 2019 and held it in 8 quarters. The position peaked at $131K in Q2 2020. 96 funds tracked by Wall St. Rank hold XYLD as of Q4 2021.

Creative Financial Designs reported no remaining Global X S&P 500 Covered Call ETF position as of Q4 2021 after selling out during the quarter.
Creative Financial Designs sold 65 Global X S&P 500 Covered Call ETF shares in Q4 2021, an estimated $3K.
Creative Financial Designs first reported a position in Global X S&P 500 Covered Call ETF in Q4 2019 and held it in 8 quarters.
Creative Financial Designs's Global X S&P 500 Covered Call ETF position peaked at $131K in Q2 2020.
96 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q4 2021.

Based on Creative Financial Designs's 13F filing for Q4 2021, filed 26 Jan 2022.