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FSB Premier Wealth Management’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

FSB Premier Wealth Management’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
2022
Q1 		– Sell
-971
Closed -$49K – 522
2021
Q4 		$49K Buy
+971
New +$48.7K 0.02% 235

Other funds holding XYLD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
ACM
Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

FSB Premier Wealth Management's XYLD Position: Q1 2022 in Review

FSB Premier Wealth Management sold out of Global X S&P 500 Covered Call ETF (XYLD) in Q1 2022, closing a stake of 971 shares — an estimated $49K sold.

FSB Premier Wealth Management first reported a position in XYLD in Q4 2021 and held it in 1 quarter. The position peaked at $49K in Q4 2021. 130 funds tracked by Wall St. Rank hold XYLD as of Q1 2022.

  • FSB Premier Wealth Management reported no remaining Global X S&P 500 Covered Call ETF position as of Q1 2022 after selling out during the quarter.
  • FSB Premier Wealth Management sold 971 Global X S&P 500 Covered Call ETF shares in Q1 2022, an estimated $49K.
  • FSB Premier Wealth Management first reported a position in Global X S&P 500 Covered Call ETF in Q4 2021 and held it in 1 quarter.
  • FSB Premier Wealth Management's Global X S&P 500 Covered Call ETF position peaked at $49K in Q4 2021.
  • 130 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q1 2022.

Based on FSB Premier Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.