Industrial Alliance Investment Management’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Industrial Alliance Investment 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 Q4	–	Sell	-3,000	Closed	-$114K	–	478
2022 Q3	$114K	Buy	+3,000	New	+$127K	﹤0.01%	365

Other funds holding XYLD

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Industrial Alliance Investment Management's XYLD Position: Q4 2022 in Review

Industrial Alliance Investment Management sold out of Global X S&P 500 Covered Call ETF (XYLD) in Q4 2022, closing a stake of 3,000 shares — an estimated $114K sold.

Industrial Alliance Investment Management first reported a position in XYLD in Q3 2022 and held it in 1 quarter. The position peaked at $114K in Q3 2022. 175 funds tracked by Wall St. Rank hold XYLD as of Q4 2022.

Industrial Alliance Investment Management reported no remaining Global X S&P 500 Covered Call ETF position as of Q4 2022 after selling out during the quarter.
Industrial Alliance Investment Management sold 3,000 Global X S&P 500 Covered Call ETF shares in Q4 2022, an estimated $114K.
Industrial Alliance Investment Management first reported a position in Global X S&P 500 Covered Call ETF in Q3 2022 and held it in 1 quarter.
Industrial Alliance Investment Management's Global X S&P 500 Covered Call ETF position peaked at $114K in Q3 2022.
175 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q4 2022.

Based on Industrial Alliance Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.