McCarter Private Wealth Services’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	$211K	Hold	5,425	–	–	0.12%	112
2025 Q1	$214K	Hold	5,425	–	–	0.14%	99
2024 Q4	$227K	Hold	5,425	–	–	0.14%	94
2024 Q3	$225K	Buy	+5,425	New	+$225K	0.14%	95