Destiny Wealth Partners’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Destiny Wealth Partners’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 Q1	–	Sell	-2,231	Closed	-$87.8K	–	664
2022 Q4	$87.8K	Hold	2,231	–	–	0.02%	238
2022 Q3	$85K	Hold	2,231	–	–	0.02%	239
2022 Q2	$95K	Sell	2,231 -800	-26%	-$36.6K	0.02%	237
2022 Q1	$150K	Buy	3,031 +800	+36%	+$39.1K	0.03%	183
2021 Q4	$113K	Buy	+2,231	New	+$112K	0.02%	222

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

PPW

Pasadena Private Wealth Pasadena, California $723M AUM 18.72% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Destiny Wealth Partners's XYLD Position: Q1 2023 in Review

Destiny Wealth Partners sold out of Global X S&P 500 Covered Call ETF (XYLD) in Q1 2023, closing a stake of 2,231 shares — an estimated $87.8K sold.

Destiny Wealth Partners first reported a position in XYLD in Q4 2021 and held it in 5 quarters. The position peaked at $150K in Q1 2022. 182 funds tracked by Wall St. Rank hold XYLD as of Q1 2023.

Destiny Wealth Partners reported no remaining Global X S&P 500 Covered Call ETF position as of Q1 2023 after selling out during the quarter.
Destiny Wealth Partners sold 2,231 Global X S&P 500 Covered Call ETF shares in Q1 2023, an estimated $87.8K.
Destiny Wealth Partners first reported a position in Global X S&P 500 Covered Call ETF in Q4 2021 and held it in 5 quarters.
Destiny Wealth Partners's Global X S&P 500 Covered Call ETF position peaked at $150K in Q1 2022.
182 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q1 2023.

Based on Destiny Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.