NFP Retirement Inc’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
$537K Sell
13,786
-3,183
-19% -$124K 0.04% 193
2025
Q1
$670K Buy
16,969
+8,616
+103% +$340K 0.05% 153
2024
Q4
$350K Sell
8,353
-1,447
-15% -$60.6K 0.03% 224
2024
Q3
$407K Buy
9,800
+4,722
+93% +$196K 0.03% 205
2024
Q2
$205K Sell
5,078
-3,366
-40% -$136K 0.02% 265
2024
Q1
$344K Sell
8,444
-7,364
-47% -$300K 0.03% 218
2023
Q4
$623K Sell
15,808
-21,845
-58% -$862K 0.11% 131
2023
Q3
$1.46M Sell
37,653
-2,060
-5% -$80.1K 0.28% 75
2023
Q2
$1.63M Sell
39,713
-111
-0.3% -$4.56K 0.3% 70
2023
Q1
$1.61M Sell
39,824
-466
-1% -$18.9K 0.32% 66
2022
Q4
$1.59M Buy
40,290
+12,766
+46% +$503K 0.35% 66
2022
Q3
$1.05M Buy
27,524
+3,069
+13% +$117K 0.26% 78
2022
Q2
$1.04M Buy
24,455
+2,695
+12% +$115K 0.26% 76
2022
Q1
$1.08M Buy
+21,760
New +$1.08M 0.26% 79