DCM Advisors’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

DCM Advisors’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	-1,200	Closed	-$58K	–	326
2021 Q3	$58K	Buy	1,200 +1,100	+1,100%	+$54.2K	0.02%	262
2021 Q2	$5K	Buy	+100	New	+$4.83K	﹤0.01%	238

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

DCM Advisors's XYLD Position: Q4 2021 in Review

DCM Advisors sold out of Global X S&P 500 Covered Call ETF (XYLD) in Q4 2021, closing a stake of 1,200 shares — an estimated $58K sold.

DCM Advisors first reported a position in XYLD in Q2 2021 and held it in 2 quarters. The position peaked at $58K in Q3 2021. 96 funds tracked by Wall St. Rank hold XYLD as of Q4 2021.

DCM Advisors reported no remaining Global X S&P 500 Covered Call ETF position as of Q4 2021 after selling out during the quarter.
DCM Advisors sold 1,200 Global X S&P 500 Covered Call ETF shares in Q4 2021, an estimated $58K.
DCM Advisors first reported a position in Global X S&P 500 Covered Call ETF in Q2 2021 and held it in 2 quarters.
DCM Advisors's Global X S&P 500 Covered Call ETF position peaked at $58K in Q3 2021.
96 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q4 2021.

Based on DCM Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.