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Credential Qtrade Securities’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Credential Qtrade Securities’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
Q2 		– Sell
-13,200
Closed -$535K – 424
2023
Q1 		$535K Buy
+13,200
New +$532K 0.04% 181

Other funds holding XYLD

NAM
Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return
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
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
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
PPW
Pasadena Private Wealth Pasadena, California $723M AUM 18.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Credential Qtrade Securities's XYLD Position: Q2 2023 in Review

Credential Qtrade Securities sold out of Global X S&P 500 Covered Call ETF (XYLD) in Q2 2023, closing a stake of 13,200 shares — an estimated $535K sold.

Credential Qtrade Securities first reported a position in XYLD in Q1 2023 and held it in 1 quarter. The position peaked at $535K in Q1 2023. 197 funds tracked by Wall St. Rank hold XYLD as of Q2 2023.

  • Credential Qtrade Securities reported no remaining Global X S&P 500 Covered Call ETF position as of Q2 2023 after selling out during the quarter.
  • Credential Qtrade Securities sold 13,200 Global X S&P 500 Covered Call ETF shares in Q2 2023, an estimated $535K.
  • Credential Qtrade Securities first reported a position in Global X S&P 500 Covered Call ETF in Q1 2023 and held it in 1 quarter.
  • Credential Qtrade Securities's Global X S&P 500 Covered Call ETF position peaked at $535K in Q1 2023.
  • 197 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2023.

Based on Credential Qtrade Securities's 13F filing for Q2 2023, filed 21 Jul 2025.