FinTrust Capital Advisors’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

FinTrust Capital Advisors’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 Q3	$60.2K	Hold	1,450	–	–	0.01%	528
2024 Q2	$58.6K	Hold	1,450	–	–	0.01%	498
2024 Q1	$59.1K	Hold	1,450	–	–	0.01%	479
2023 Q4	$57.2K	Hold	1,450	–	–	0.01%	457
2023 Q3	$56.4K	Buy	+1,450	New	+$58.8K	0.01%	432
2021 Q1	–	Sell	-500	Closed	-$23K	–	1181
2020 Q4	$23K	Hold	500	–	–	0.01%	650
2020 Q3	$22	Hold	500	–	–	﹤0.01%	634
2020 Q2	$21K	Hold	500	–	–	0.01%	619
2020 Q1	$19K	Hold	500	–	–	0.01%	637
2019 Q4	$25K	Hold	500	–	–	0.01%	597
2019 Q3	$24K	Hold	500	–	–	0.01%	621
2019 Q2	$24K	Hold	500	–	–	0.01%	567
2019 Q1	$24K	Buy	+500	New	+$23.3K	0.01%	564

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

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 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

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

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

FinTrust Capital Advisors's XYLD Position: Q3 2024 in Review

FinTrust Capital Advisors held its Global X S&P 500 Covered Call ETF (XYLD) position steady in Q3 2024 at 1,450 shares worth $60.2K. The position accounts for 0.01% of the portfolio, ranked #528.

FinTrust Capital Advisors first reported a position in XYLD in Q1 2019 and has held it in 13 quarters since. 225 funds tracked by Wall St. Rank hold XYLD as of Q3 2024.

FinTrust Capital Advisors held 1,450 shares of Global X S&P 500 Covered Call ETF worth $60.2K as of Q3 2024.
FinTrust Capital Advisors left its Global X S&P 500 Covered Call ETF share count unchanged in Q3 2024.
Global X S&P 500 Covered Call ETF made up 0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #528 holding.
FinTrust Capital Advisors first reported a position in Global X S&P 500 Covered Call ETF in Q1 2019 and has held it in 13 quarters since.
225 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.