Laurel Wealth Advisors (California)’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Laurel Wealth Advisors (California)’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
2022 Q4	–	Sell	-26,508	Closed	-$1.01M	–	678
2022 Q3	$1.01M	Sell	26,508 -3,670	-12%	-$155K	0.11%	207
2022 Q2	$1.29M	Buy	+30,178	New	+$1.38M	0.13%	177
2020 Q4	–	Sell	-6,747	Closed	-$301K	–	436
2020 Q3	$301K	Buy	6,747 +12	+0.2%	+$530	0.05%	301
2020 Q2	$286K	Buy	6,735 +52	+0.8%	+$2.15K	0.05%	297
2020 Q1	$255K	Sell	6,683 -1,200	-15%	-$56.8K	0.06%	311
2019 Q4	$399K	Buy	7,883 +686	+10%	+$34.1K	0.07%	296
2019 Q3	$350K	Buy	7,197 +295	+4%	+$14.5K	0.06%	312
2019 Q2	$337K	Buy	6,902 +926	+15%	+$44.6K	0.07%	285
2019 Q1	$286K	Buy	5,976 +89	+2%	+$4.14K	0.07%	294
2018 Q4	$260K	Buy	5,887 +740	+14%	+$35.9K	0.08%	270
2018 Q3	$268K	Buy	5,147 +52	+1%	+$2.69K	0.07%	306
2018 Q2	$254K	Buy	5,095 +624	+14%	+$30.9K	0.07%	302
2018 Q1	$215K	Buy	+4,471	New	+$224K	0.07%	320

Other funds holding XYLD

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Laurel Wealth Advisors (California)'s XYLD Position: Q4 2022 in Review

Laurel Wealth Advisors (California) sold out of Global X S&P 500 Covered Call ETF (XYLD) in Q4 2022, closing a stake of 26,508 shares — an estimated $1.01M sold.

Laurel Wealth Advisors (California) first reported a position in XYLD in Q1 2018 and held it in 13 quarters. The position peaked at $1.29M in Q2 2022. 174 funds tracked by Wall St. Rank hold XYLD as of Q4 2022.

Laurel Wealth Advisors (California) reported no remaining Global X S&P 500 Covered Call ETF position as of Q4 2022 after selling out during the quarter.
Laurel Wealth Advisors (California) sold 26,508 Global X S&P 500 Covered Call ETF shares in Q4 2022, an estimated $1.01M.
Laurel Wealth Advisors (California) first reported a position in Global X S&P 500 Covered Call ETF in Q1 2018 and held it in 13 quarters.
Laurel Wealth Advisors (California)'s Global X S&P 500 Covered Call ETF position peaked at $1.29M in Q2 2022.
174 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.