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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-16,990
Closed -$697K 2928
2023
Q2
$697K Buy
+16,990
New +$697K ﹤0.01% 1336
2022
Q2
Sell
-5,093
Closed -$252K 2444
2022
Q1
$252K Buy
5,093
+935
+22% +$46.3K ﹤0.01% 1746
2021
Q4
$210K Buy
+4,158
New +$210K ﹤0.01% 1842