Patriot Financial Group Insurance Agency’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Patriot Financial Group Insurance Agency’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	-4,917	Closed	-$201K	–	516
2024 Q1	$201K	Buy	+4,917	New	+$197K	0.03%	449
2022 Q3	–	Sell	-2,283	Closed	-$97K	–	1980
2022 Q2	$97K	Sell	2,283 -289	-11%	-$13.2K	0.02%	557
2022 Q1	$127K	Sell	2,572 -3	-0.1%	-$146	0.02%	518
2021 Q4	$130K	Sell	2,575 -244	-9%	-$12.2K	0.02%	577
2021 Q3	$137K	Sell	2,819 -491	-15%	-$24.2K	0.02%	554
2021 Q2	$162K	Buy	+3,310	New	+$160K	0.03%	478
2020 Q3	–	Sell	-3,465	Closed	-$147K	–	1874
2020 Q2	$147K	Sell	3,465 -25	-0.7%	-$1.03K	0.06%	278
2020 Q1	$133K	Sell	3,490 -140	-4%	-$6.63K	0.06%	276
2019 Q4	$184K	Buy	+3,630	New	+$180K	0.07%	239

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 $445B AUM 25.58% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Patriot Financial Group Insurance Agency's XYLD Position: Q2 2024 in Review

Patriot Financial Group Insurance Agency sold out of Global X S&P 500 Covered Call ETF (XYLD) in Q2 2024, closing a stake of 4,917 shares — an estimated $201K sold.

Patriot Financial Group Insurance Agency first reported a position in XYLD in Q4 2019 and held it in 9 quarters. The position peaked at $201K in Q1 2024. 230 funds tracked by Wall St. Rank hold XYLD as of Q2 2024.

Patriot Financial Group Insurance Agency reported no remaining Global X S&P 500 Covered Call ETF position as of Q2 2024 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 4,917 Global X S&P 500 Covered Call ETF shares in Q2 2024, an estimated $201K.
Patriot Financial Group Insurance Agency first reported a position in Global X S&P 500 Covered Call ETF in Q4 2019 and held it in 9 quarters.
Patriot Financial Group Insurance Agency's Global X S&P 500 Covered Call ETF position peaked at $201K in Q1 2024.
230 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2024.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2024, filed 26 Jul 2024.