LC
XYLD icon

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

Lindbrook Capital’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
-196
Closed -$9K – 1893
2020
Q3 		$9K Buy
+196
New +$8.65K ﹤0.01% 887

Other funds holding XYLD

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

Lindbrook Capital's XYLD Position: Q4 2020 in Review

Lindbrook Capital sold out of Global X S&P 500 Covered Call ETF (XYLD) in Q4 2020, closing a stake of 196 shares — an estimated $9K sold.

Lindbrook Capital first reported a position in XYLD in Q3 2020 and held it in 1 quarter. The position peaked at $9K in Q3 2020. 45 funds tracked by Wall St. Rank hold XYLD as of Q4 2020.

  • Lindbrook Capital reported no remaining Global X S&P 500 Covered Call ETF position as of Q4 2020 after selling out during the quarter.
  • Lindbrook Capital sold 196 Global X S&P 500 Covered Call ETF shares in Q4 2020, an estimated $9K.
  • Lindbrook Capital first reported a position in Global X S&P 500 Covered Call ETF in Q3 2020 and held it in 1 quarter.
  • Lindbrook Capital's Global X S&P 500 Covered Call ETF position peaked at $9K 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 Lindbrook Capital's 13F filing for Q4 2020, filed 27 Jan 2021.