Institute for Wealth Management’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.83M | Sell |
46,937
-883
| -2% | -$34.4K | 0.2% | 109 |
|
|
2025
Q1 | $1.89M | Sell |
47,820
-838
| -2% | -$33.1K | 0.24% | 93 |
|
|
2024
Q4 | $2.04M | Sell |
48,658
-976
| -2% | -$40.9K | 0.26% | 83 |
|
|
2024
Q3 | $2.06M | Sell |
49,634
-1,920
| -4% | -$79.7K | 0.26% | 85 |
|
|
2024
Q2 | $2.08M | Sell |
51,554
-863
| -2% | -$34.9K | 0.28% | 76 |
|
|
2024
Q1 | $2.14M | Sell |
52,417
-3,412
| -6% | -$139K | 0.28% | 75 |
|
|
2023
Q4 | $2.2M | Sell |
55,829
-14,223
| -20% | -$561K | 0.36% | 63 |
|
|
2023
Q3 | $2.72M | Buy |
70,052
+1,169
| +2% | +$45.5K | 0.49% | 42 |
|
|
2023
Q2 | $2.83M | Buy |
68,883
+8,147
| +13% | +$334K | 0.48% | 39 |
|
|
2023
Q1 | $2.46M | Buy |
+60,736
| New | +$2.46M | 0.47% | 45 |
|