Marshall Wace’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Marshall Wace’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
2023 Q2	–	Sell	-16,760	Closed	-$679K	–	3033
2023 Q1	$679K	Buy	+16,760	New	+$675K	﹤0.01%	1975

Other funds holding XYLD

NAM

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

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

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

PPW

Pasadena Private Wealth Pasadena, California $723M AUM 18.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Marshall Wace's XYLD Position: Q2 2023 in Review

Marshall Wace sold out of Global X S&P 500 Covered Call ETF (XYLD) in Q2 2023, closing a stake of 16,760 shares — an estimated $679K sold.

Marshall Wace first reported a position in XYLD in Q1 2023 and held it in 1 quarter. The position peaked at $679K in Q1 2023. 197 funds tracked by Wall St. Rank hold XYLD as of Q2 2023.

Marshall Wace reported no remaining Global X S&P 500 Covered Call ETF position as of Q2 2023 after selling out during the quarter.
Marshall Wace sold 16,760 Global X S&P 500 Covered Call ETF shares in Q2 2023, an estimated $679K.
Marshall Wace first reported a position in Global X S&P 500 Covered Call ETF in Q1 2023 and held it in 1 quarter.
Marshall Wace's Global X S&P 500 Covered Call ETF position peaked at $679K in Q1 2023.
197 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2023.

Based on Marshall Wace's 13F filing for Q2 2023, filed 14 Aug 2023.