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Jacobi Capital Management’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Jacobi Capital 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
2020
Q4 		– Sell
-6
Closed – – 1382
2020
Q3 		$0 Buy
+6
New +$265 ﹤0.01% 1318

Other funds holding XYLD

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
IHWM
Iron Horse Wealth Management Johston, Iowa $339M AUM 10.58% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Jacobi Capital Management's XYLD Position: Q4 2020 in Review

Jacobi Capital Management sold out of Global X S&P 500 Covered Call ETF (XYLD) in Q4 2020, closing a stake of 6 shares.

Jacobi Capital Management first reported a position in XYLD in Q3 2020 and held it in 1 quarter. The position peaked at $0 in Q3 2020. 45 funds tracked by Wall St. Rank hold XYLD as of Q4 2020.

  • Jacobi Capital Management reported no remaining Global X S&P 500 Covered Call ETF position as of Q4 2020 after selling out during the quarter.
  • Jacobi Capital Management sold 6 Global X S&P 500 Covered Call ETF shares in Q4 2020.
  • Jacobi Capital Management first reported a position in Global X S&P 500 Covered Call ETF in Q3 2020 and held it in 1 quarter.
  • Jacobi Capital Management's Global X S&P 500 Covered Call ETF position peaked at $0 in Q3 2020.
  • 45 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q4 2020.

Based on Jacobi Capital Management's 13F filing for Q4 2020, filed 8 Feb 2021.