Financial Advocates Investment Management’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$779K Buy
20,010
+200
+1% +$7.79K 0.06% 269
2025
Q1
$782K Buy
+19,810
New +$782K 0.05% 329
2024
Q2
Sell
-5,553
Closed -$226K 801
2024
Q1
$226K Sell
5,553
-4,081
-42% -$166K 0.01% 682
2023
Q4
$436K Sell
9,634
-19,734
-67% -$893K 0.03% 455
2023
Q3
$867K Buy
+29,368
New +$867K 0.06% 295