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Householder Group Estate & Retirement Specialist’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q4 		– Sell
-18
Closed – – 1259
2024
Q3 		$0 Buy
+18
New +$733 ﹤0.01% 1336
2024
Q2 		– Sell
-18
Closed -$734 – 1355
2024
Q1 		$734 Buy
+18
New +$721 ﹤0.01% 1137

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 $445B AUM 25.58% 1-Year Est. Return
Bank of America
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's XYLD Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Global X S&P 500 Covered Call ETF (XYLD) in Q4 2024, closing a stake of 18 shares.

Householder Group Estate & Retirement Specialist first reported a position in XYLD in Q1 2024 and held it in 2 quarters. The position peaked at $734 in Q1 2024. 256 funds tracked by Wall St. Rank hold XYLD as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Global X S&P 500 Covered Call ETF position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 18 Global X S&P 500 Covered Call ETF shares in Q4 2024.
  • Householder Group Estate & Retirement Specialist first reported a position in Global X S&P 500 Covered Call ETF in Q1 2024 and held it in 2 quarters.
  • Householder Group Estate & Retirement Specialist's Global X S&P 500 Covered Call ETF position peaked at $734 in Q1 2024.
  • 256 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.