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

FAS 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
2024 Q2	–	Sell	-4,061	Closed	-$166K	–	451
2024 Q1	$166K	Buy	4,061 +122	+3%	+$4.89K	0.01%	299
2023 Q4	$155K	Buy	3,939 +67	+2%	+$2.61K	0.01%	293
2023 Q3	$151K	Buy	+3,872	New	+$157K	0.02%	281

Other funds holding XYLD

NAM

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

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

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FAS Wealth Partners's XYLD Position: Q2 2024 in Review

FAS Wealth Partners sold out of Global X S&P 500 Covered Call ETF (XYLD) in Q2 2024, closing a stake of 4,061 shares — an estimated $166K sold.

FAS Wealth Partners first reported a position in XYLD in Q3 2023 and held it in 3 quarters. The position peaked at $166K in Q1 2024. 229 funds tracked by Wall St. Rank hold XYLD as of Q2 2024.

FAS Wealth Partners reported no remaining Global X S&P 500 Covered Call ETF position as of Q2 2024 after selling out during the quarter.
FAS Wealth Partners sold 4,061 Global X S&P 500 Covered Call ETF shares in Q2 2024, an estimated $166K.
FAS Wealth Partners first reported a position in Global X S&P 500 Covered Call ETF in Q3 2023 and held it in 3 quarters.
FAS Wealth Partners's Global X S&P 500 Covered Call ETF position peaked at $166K in Q1 2024.
229 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2024.

Based on FAS Wealth Partners's 13F filing for Q2 2024, filed 29 Jul 2024.