Kingsview 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
Q1
Sell
-5,797
Closed -$243K 1196
2024
Q4
$243K Sell
5,797
-6,265
-52% -$263K ﹤0.01% 983
2024
Q3
$501K Sell
12,062
-240
-2% -$9.96K 0.01% 723
2024
Q2
$497K Buy
12,302
+3
+0% +$121 0.01% 683
2024
Q1
$502K Buy
12,299
+670
+6% +$27.3K 0.01% 665
2023
Q4
$459K Buy
11,629
+812
+8% +$32K 0.01% 653
2023
Q3
$421K Buy
+10,817
New +$421K 0.02% 665
2020
Q4
Sell
-8,081
Closed -$361K 737
2020
Q3
$361K Sell
8,081
-15,812
-66% -$706K 0.03% 439
2020
Q2
$1.02M Buy
+23,893
New +$1.02M 0.1% 202