JWS
Juncture Wealth Strategies’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 | $6.04M | Buy |
155,018
+4,880
| +3% | +$190K | 2.14% | 9 |
|
|
2025
Q1 | $5.93M | Buy |
150,138
+1,245
| +0.8% | +$49.2K | 2.3% | 9 |
|
|
2024
Q4 | $6.24M | Buy |
148,893
+16,657
| +13% | +$698K | 2.32% | 9 |
|
|
2024
Q3 | $5.49M | Buy |
132,236
+4,468
| +3% | +$185K | 2.12% | 9 |
|
|
2024
Q2 | $5.17M | Buy |
127,768
+7,339
| +6% | +$297K | 2.16% | 8 |
|
|
2024
Q1 | $4.91M | Buy |
120,429
+13,808
| +13% | +$563K | 2.11% | 8 |
|
|
2023
Q4 | $4.21M | Buy |
106,621
+12,370
| +13% | +$488K | 1.91% | 13 |
|
|
2023
Q3 | $3.67M | Buy |
94,251
+419
| +0.4% | +$16.3K | 1.79% | 12 |
|
|
2023
Q2 | $3.85M | Buy |
+93,832
| New | +$3.85M | 1.8% | 13 |
|