IPAM
Investment Partners Asset Management’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.96M | Sell |
75,905
-3,184
| -4% | -$124K | 2.06% | 8 |
|
|
2025
Q1 | $3.12M | Buy |
79,089
+1,573
| +2% | +$62.1K | 2.45% | 5 |
|
|
2024
Q4 | $3.25M | Buy |
77,516
+1,843
| +2% | +$77.2K | 2.55% | 6 |
|
|
2024
Q3 | $3.14M | Buy |
75,673
+718
| +1% | +$29.8K | 2.57% | 5 |
|
|
2024
Q2 | $3.03M | Sell |
74,955
-1,279
| -2% | -$51.7K | 2.7% | 6 |
|
|
2024
Q1 | $3.11M | Sell |
76,234
-398
| -0.5% | -$16.2K | 2.81% | 5 |
|
|
2023
Q4 | $3.02M | Buy |
+76,632
| New | +$3.02M | 3.01% | 4 |
|