Prospera Financial Services’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Prospera Financial Services’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 Q1	–	Sell	-23,426	Closed	-$922K	–	1011
2022 Q4	$922K	Sell	23,426 -2,635	-10%	-$105K	0.05%	371
2022 Q3	$994K	Buy	26,061 +33	+0.1%	+$1.4K	0.05%	366
2022 Q2	$1.11M	Buy	26,028 +730	+3%	+$33.4K	0.06%	344
2022 Q1	$1.25M	Buy	25,298 +3,305	+15%	+$161K	0.05%	378
2021 Q4	$1.11M	Buy	21,993 +5,098	+30%	+$256K	0.05%	384
2021 Q3	$820K	Buy	+16,895	New	+$833K	0.04%	410

Other funds holding XYLD

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

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

PPW

Pasadena Private Wealth Pasadena, California $723M AUM 18.72% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 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

Prospera Financial Services's XYLD Position: Q1 2023 in Review

Prospera Financial Services sold out of Global X S&P 500 Covered Call ETF (XYLD) in Q1 2023, closing a stake of 23,426 shares — an estimated $922K sold.

Prospera Financial Services first reported a position in XYLD in Q3 2021 and held it in 6 quarters. The position peaked at $1.25M in Q1 2022. 182 funds tracked by Wall St. Rank hold XYLD as of Q1 2023.

Prospera Financial Services reported no remaining Global X S&P 500 Covered Call ETF position as of Q1 2023 after selling out during the quarter.
Prospera Financial Services sold 23,426 Global X S&P 500 Covered Call ETF shares in Q1 2023, an estimated $922K.
Prospera Financial Services first reported a position in Global X S&P 500 Covered Call ETF in Q3 2021 and held it in 6 quarters.
Prospera Financial Services's Global X S&P 500 Covered Call ETF position peaked at $1.25M in Q1 2022.
182 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q1 2023.

Based on Prospera Financial Services's 13F filing for Q1 2023, filed 12 May 2023.