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

Princeton Global Asset 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
2022 Q3	–	Sell	-1,250	Closed	-$53K	–	571
2022 Q2	$53K	Hold	1,250	–	–	0.02%	252
2022 Q1	$62K	Hold	1,250	–	–	0.02%	249
2021 Q4	$63K	Buy	1,250 +165	+15%	+$8.28K	0.02%	241
2021 Q3	$53K	Buy	1,085 +585	+117%	+$28.8K	0.02%	254
2021 Q2	$25K	Buy	+500	New	+$24.1K	0.01%	330

Other funds holding XYLD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

BCP

Blue Chip Partners Farmington Hills, Michigan $1.39B AUM 22.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

Princeton Global Asset Management's XYLD Position: Q3 2022 in Review

Princeton Global Asset Management sold out of Global X S&P 500 Covered Call ETF (XYLD) in Q3 2022, closing a stake of 1,250 shares — an estimated $53K sold.

Princeton Global Asset Management first reported a position in XYLD in Q2 2021 and held it in 5 quarters. The position peaked at $63K in Q4 2021. 153 funds tracked by Wall St. Rank hold XYLD as of Q3 2022.

Princeton Global Asset Management reported no remaining Global X S&P 500 Covered Call ETF position as of Q3 2022 after selling out during the quarter.
Princeton Global Asset Management sold 1,250 Global X S&P 500 Covered Call ETF shares in Q3 2022, an estimated $53K.
Princeton Global Asset Management first reported a position in Global X S&P 500 Covered Call ETF in Q2 2021 and held it in 5 quarters.
Princeton Global Asset Management's Global X S&P 500 Covered Call ETF position peaked at $63K in Q4 2021.
153 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q3 2022.

Based on Princeton Global Asset Management's 13F filing for Q3 2022, filed 14 Nov 2022.