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Ford Financial Group’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Ford Financial Group’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
2023
Q1 		– Sell
-7,025
Closed -$277K – 120
2022
Q4 		$277K Buy
7,025
+180
+3% +$7.16K 0.11% 100
2022
Q3 		$260K Buy
+6,845
New +$290K 0.11% 98

Other funds holding XYLD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
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
NAM
Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return
PPW
Pasadena Private Wealth Pasadena, California $723M AUM 18.72% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ford Financial Group's XYLD Position: Q1 2023 in Review

Ford Financial Group sold out of Global X S&P 500 Covered Call ETF (XYLD) in Q1 2023, closing a stake of 7,025 shares — an estimated $277K sold.

Ford Financial Group first reported a position in XYLD in Q3 2022 and held it in 2 quarters. The position peaked at $277K in Q4 2022. 182 funds tracked by Wall St. Rank hold XYLD as of Q1 2023.

  • Ford Financial Group reported no remaining Global X S&P 500 Covered Call ETF position as of Q1 2023 after selling out during the quarter.
  • Ford Financial Group sold 7,025 Global X S&P 500 Covered Call ETF shares in Q1 2023, an estimated $277K.
  • Ford Financial Group first reported a position in Global X S&P 500 Covered Call ETF in Q3 2022 and held it in 2 quarters.
  • Ford Financial Group's Global X S&P 500 Covered Call ETF position peaked at $277K in Q4 2022.
  • 182 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q1 2023.

Based on Ford Financial Group's 13F filing for Q1 2023, filed 11 May 2023.