Gradient Investments’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Gradient Investments’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 Q2	–	Sell	-1	Closed	-$33	–	1486
2024 Q1	$33	Buy	+1	New	+$40	﹤0.01%	1169
2023 Q2	–	Sell	-56	Closed	-$2.27K	–	1894
2023 Q1	$2.27K	Hold	56	–	–	﹤0.01%	1089
2022 Q4	$2.21K	Buy	+56	New	+$2.23K	﹤0.01%	1070
2021 Q2	–	Sell	-203	Closed	-$10K	–	1275
2021 Q1	$10K	Sell	203 -525	-72%	-$24.7K	﹤0.01%	773
2020 Q4	$32K	Hold	728	–	–	﹤0.01%	481
2020 Q3	$32K	Sell	728 -7	-1%	-$309	﹤0.01%	484
2020 Q2	$31K	Sell	735 -176,641	-100%	-$7.29M	﹤0.01%	453
2020 Q1	$6.78M	Sell	177,376 -9,511	-5%	-$450K	0.37%	76
2019 Q4	$9.47M	Buy	186,887 +23,004	+14%	+$1.14M	0.42%	75
2019 Q3	$7.98M	Buy	163,883 +25,948	+19%	+$1.27M	0.39%	80
2019 Q2	$6.74M	Buy	137,935 +28,075	+26%	+$1.35M	0.35%	81
2019 Q1	$5.25M	Buy	+109,860	New	+$5.11M	0.34%	81

Other funds holding XYLD

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Gradient Investments's XYLD Position: Q2 2024 in Review

Gradient Investments sold out of Global X S&P 500 Covered Call ETF (XYLD) in Q2 2024, closing a stake of 1 share — an estimated $33 sold.

Gradient Investments first reported a position in XYLD in Q1 2019 and held it in 12 quarters. The position peaked at $9.47M in Q4 2019. 229 funds tracked by Wall St. Rank hold XYLD as of Q2 2024.

Gradient Investments reported no remaining Global X S&P 500 Covered Call ETF position as of Q2 2024 after selling out during the quarter.
Gradient Investments sold 1 Global X S&P 500 Covered Call ETF share in Q2 2024, an estimated $33.
Gradient Investments first reported a position in Global X S&P 500 Covered Call ETF in Q1 2019 and held it in 12 quarters.
Gradient Investments's Global X S&P 500 Covered Call ETF position peaked at $9.47M in Q4 2019.
229 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2024.

Based on Gradient Investments's 13F filing for Q2 2024, filed 18 Jul 2024.