Kingswood Wealth Advisors’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
$564K Buy
14,484
+3,842
+36% +$150K 0.04% 380
2025
Q1
$420K Sell
10,642
-4,225
-28% -$167K 0.04% 442
2024
Q4
$623K Buy
14,867
+832
+6% +$34.9K 0.05% 381
2024
Q3
$582K Buy
+14,035
New +$582K 0.04% 419