First Foundation Advisors’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 | $8.14M | Buy |
209,125
+188,155
| +897% | +$7.33M | 0.3% | 58 |
|
|
2025
Q1 | $828K | Buy |
20,970
+13,915
| +197% | +$550K | 0.03% | 182 |
|
|
2024
Q4 | $296K | Hold |
7,055
| – | – | 0.01% | 291 |
|
|
2024
Q3 | $293K | Sell |
7,055
-12,525
| -64% | -$520K | 0.01% | 287 |
|
|
2024
Q2 | $792K | Sell |
19,580
-4,868
| -20% | -$197K | 0.03% | 180 |
|
|
2024
Q1 | $997K | Sell |
24,448
-1,457
| -6% | -$59.4K | 0.04% | 171 |
|
|
2023
Q4 | $1.02M | Buy |
25,905
+19,445
| +301% | +$767K | 0.05% | 172 |
|
|
2023
Q3 | $251K | Buy |
6,460
+991
| +18% | +$38.5K | 0.01% | 353 |
|
|
2023
Q2 | $225K | Sell |
5,469
-13,113
| -71% | -$538K | 0.01% | 368 |
|
|
2023
Q1 | $753K | Buy |
18,582
+11,154
| +150% | +$452K | 0.03% | 195 |
|
|
2022
Q4 | $292K | Buy |
+7,428
| New | +$292K | 0.01% | 309 |
|