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Moseley Investment Management’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Moseley Investment Management’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
2024
Q2 		– Sell
-5,599
Closed -$228K – 155
2024
Q1 		$228K Sell
5,599
-190
-3% -$7.61K 0.11% 129
2023
Q4 		$228K Buy
+5,789
New +$226K 0.13% 134

Other funds holding XYLD

NAM
Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Moseley Investment Management's XYLD Position: Q2 2024 in Review

Moseley Investment Management sold out of Global X S&P 500 Covered Call ETF (XYLD) in Q2 2024, closing a stake of 5,599 shares — an estimated $228K sold.

Moseley Investment Management first reported a position in XYLD in Q4 2023 and held it in 2 quarters. The position peaked at $228K in Q1 2024. 229 funds tracked by Wall St. Rank hold XYLD as of Q2 2024.

  • Moseley Investment Management reported no remaining Global X S&P 500 Covered Call ETF position as of Q2 2024 after selling out during the quarter.
  • Moseley Investment Management sold 5,599 Global X S&P 500 Covered Call ETF shares in Q2 2024, an estimated $228K.
  • Moseley Investment Management first reported a position in Global X S&P 500 Covered Call ETF in Q4 2023 and held it in 2 quarters.
  • Moseley Investment Management's Global X S&P 500 Covered Call ETF position peaked at $228K in Q1 2024.
  • 229 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2024.

Based on Moseley Investment Management's 13F filing for Q2 2024, filed 16 Jul 2024.