Morgan Stanley’s Global X Financials Covered Call & Growth ETF FYLG Stock Holding History

Morgan Stanley’s Portfolio FYLG Stock Details FYLG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1	Closed	-$47	–	8143
2024 Q3	$47	Sell	1 -2	-67%	-$53	﹤0.01%	7601
2024 Q2	$84	Buy	3 +2	+200%	+$52	﹤0.01%	7386
2024 Q1	$40	Sell	1 -1	-50%	-$25	﹤0.01%	7561
2023 Q4	$80	Buy	+2	New	+$47	﹤0.01%	7534

Other funds holding FYLG

KWA

Kingswood Wealth Advisors San Diego, California $2.11B AUM 27.11% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

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

Morgan Stanley's FYLG Position: Q4 2024 in Review

Morgan Stanley sold out of Global X Financials Covered Call & Growth ETF (FYLG) in Q4 2024, closing a stake of 1 share — an estimated $47 sold.

Morgan Stanley first reported a position in FYLG in Q4 2023 and held it in 4 quarters. The position peaked at $84 in Q2 2024. 5 funds tracked by Wall St. Rank hold FYLG as of Q4 2024.

Morgan Stanley reported no remaining Global X Financials Covered Call & Growth ETF position as of Q4 2024 after selling out during the quarter.
Morgan Stanley sold 1 Global X Financials Covered Call & Growth ETF share in Q4 2024, an estimated $47.
Morgan Stanley first reported a position in Global X Financials Covered Call & Growth ETF in Q4 2023 and held it in 4 quarters.
Morgan Stanley's Global X Financials Covered Call & Growth ETF position peaked at $84 in Q2 2024.
5 funds tracked by Wall St. Rank held Global X Financials Covered Call & Growth ETF as of Q4 2024.

Based on Morgan Stanley's 13F filing for Q4 2024, filed 14 Feb 2025.