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

Csenge Advisory 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
2022 Q1	–	Sell	-7,000	Closed	-$343K	–	717
2021 Q4	$343K	Buy	+7,000	New	+$351K	0.03%	427
2021 Q3	–	Sell	-7,000	Closed	-$343K	–	624
2021 Q2	$343K	Buy	+7,000	New	+$338K	0.03%	428

Other funds holding XYLD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 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

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

Csenge Advisory Group's XYLD Position: Q1 2022 in Review

Csenge Advisory Group sold out of Global X S&P 500 Covered Call ETF (XYLD) in Q1 2022, closing a stake of 7,000 shares — an estimated $343K sold.

Csenge Advisory Group first reported a position in XYLD in Q2 2021 and held it in 2 quarters. The position peaked at $343K in Q4 2021. 130 funds tracked by Wall St. Rank hold XYLD as of Q1 2022.

Csenge Advisory Group reported no remaining Global X S&P 500 Covered Call ETF position as of Q1 2022 after selling out during the quarter.
Csenge Advisory Group sold 7,000 Global X S&P 500 Covered Call ETF shares in Q1 2022, an estimated $343K.
Csenge Advisory Group first reported a position in Global X S&P 500 Covered Call ETF in Q2 2021 and held it in 2 quarters.
Csenge Advisory Group's Global X S&P 500 Covered Call ETF position peaked at $343K in Q4 2021.
130 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q1 2022.

Based on Csenge Advisory Group's 13F filing for Q1 2022, filed 9 May 2022.