Epic Trust Investment Advisors’s Global X S&P 500 Collar 95-110 ETF XCLR Stock Holding History

Epic Trust Investment Advisors’s Portfolio XCLR Stock Details XCLR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$261K	Buy	+8,502	New	+$253K	0.29%	88

Other funds holding XCLR

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

Epic Trust Investment Advisors's XCLR Position: Q2 2024 in Review

Epic Trust Investment Advisors opened a new position in Global X S&P 500 Collar 95-110 ETF (XCLR) in Q2 2024: 8,502 shares worth $261K. The stake represents 0.29% of the portfolio and ranks #88 among its holdings.

4 funds tracked by Wall St. Rank hold XCLR as of Q2 2024.

Epic Trust Investment Advisors held 8,502 shares of Global X S&P 500 Collar 95-110 ETF worth $261K as of Q2 2024.
Global X S&P 500 Collar 95-110 ETF was a new Epic Trust Investment Advisors position in Q2 2024.
Global X S&P 500 Collar 95-110 ETF made up 0.29% of Epic Trust Investment Advisors's portfolio in Q2 2024, its #88 holding.
4 funds tracked by Wall St. Rank held Global X S&P 500 Collar 95-110 ETF as of Q2 2024.

Based on Epic Trust Investment Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.