Owen LaRue’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Owen LaRue’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	-43,057	Closed	-$1.7M	–	94
2023 Q1	$1.7M	Hold	43,057	–	–	1.84%	20
2022 Q4	$1.7M	Buy	+43,057	New	+$1.71M	1.84%	20

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

Owen LaRue's XYLD Position: Q2 2023 in Review

Owen LaRue sold out of Global X S&P 500 Covered Call ETF (XYLD) in Q2 2023, closing a stake of 43,057 shares — an estimated $1.7M sold.

Owen LaRue first reported a position in XYLD in Q4 2022 and held it in 2 quarters. The position peaked at $1.7M in Q1 2023. 197 funds tracked by Wall St. Rank hold XYLD as of Q2 2023.

Owen LaRue reported no remaining Global X S&P 500 Covered Call ETF position as of Q2 2023 after selling out during the quarter.
Owen LaRue sold 43,057 Global X S&P 500 Covered Call ETF shares in Q2 2023, an estimated $1.7M.
Owen LaRue first reported a position in Global X S&P 500 Covered Call ETF in Q4 2022 and held it in 2 quarters.
Owen LaRue's Global X S&P 500 Covered Call ETF position peaked at $1.7M 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 Owen LaRue's 13F filing for Q2 2023, filed 10 Aug 2023.