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 |
|