LPL Financial
XCLR icon

LPL Financial’s Global X S&P 500 Collar 95-110 ETF XCLR Stock Holding History

LPL Financial’s Portfolio XCLR Stock Details XCLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-9,972
Closed -$271K – 5041
2023
Q4 		$271K Hold
9,972
– – ﹤0.01% 4172
2023
Q3 		$250K Buy
+9,972
New +$258K ﹤0.01% 4076

Other funds holding XCLR

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial's XCLR Position: Q1 2024 in Review

LPL Financial sold out of Global X S&P 500 Collar 95-110 ETF (XCLR) in Q1 2024, closing a stake of 9,972 shares — an estimated $271K sold.

LPL Financial first reported a position in XCLR in Q3 2023 and held it in 2 quarters. The position peaked at $271K in Q4 2023. 3 funds tracked by Wall St. Rank hold XCLR as of Q1 2024.

  • LPL Financial reported no remaining Global X S&P 500 Collar 95-110 ETF position as of Q1 2024 after selling out during the quarter.
  • LPL Financial sold 9,972 Global X S&P 500 Collar 95-110 ETF shares in Q1 2024, an estimated $271K.
  • LPL Financial first reported a position in Global X S&P 500 Collar 95-110 ETF in Q3 2023 and held it in 2 quarters.
  • LPL Financial's Global X S&P 500 Collar 95-110 ETF position peaked at $271K in Q4 2023.
  • 3 funds tracked by Wall St. Rank held Global X S&P 500 Collar 95-110 ETF as of Q1 2024.

Based on LPL Financial's 13F filing for Q1 2024, filed 10 May 2024.