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Crew Capital Management’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Crew Capital Management’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
2022
Q2 		– Sell
-4,398
Closed -$218K – 111
2022
Q1 		$218K Buy
4,398
+232
+6% +$11.3K 0.21% 102
2021
Q4 		$210K Buy
+4,166
New +$209K 0.18% 109

Other funds holding XYLD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BCP
Blue Chip Partners Farmington Hills, Michigan $1.39B AUM 22.32% 1-Year Est. Return
T
TRUADVICE Sarasota, Florida $255M AUM 14.45% 1-Year Est. Return

Crew Capital Management's XYLD Position: Q2 2022 in Review

Crew Capital Management sold out of Global X S&P 500 Covered Call ETF (XYLD) in Q2 2022, closing a stake of 4,398 shares — an estimated $218K sold.

Crew Capital Management first reported a position in XYLD in Q4 2021 and held it in 2 quarters. The position peaked at $218K in Q1 2022. 147 funds tracked by Wall St. Rank hold XYLD as of Q2 2022.

  • Crew Capital Management reported no remaining Global X S&P 500 Covered Call ETF position as of Q2 2022 after selling out during the quarter.
  • Crew Capital Management sold 4,398 Global X S&P 500 Covered Call ETF shares in Q2 2022, an estimated $218K.
  • Crew Capital Management first reported a position in Global X S&P 500 Covered Call ETF in Q4 2021 and held it in 2 quarters.
  • Crew Capital Management's Global X S&P 500 Covered Call ETF position peaked at $218K in Q1 2022.
  • 147 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2022.

Based on Crew Capital Management's 13F filing for Q2 2022, filed 28 Jul 2022.