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

QP Wealth 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
2023
Q3 		$595K Sell
15,305
-820
-5% -$33.2K 1.04% 32
2023
Q2 		$662K Buy
16,125
+355
+2% +$14.4K 1.05% 32
2023
Q1 		$639K Sell
15,770
-1,395
-8% -$56.2K 1.05% 34
2022
Q4 		$676K Buy
+17,165
New +$683K 1.05% 34

Other funds holding XYLD

NAM
Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

QP Wealth Management's XYLD Position: Q3 2023 in Review

QP Wealth Management reduced its Global X S&P 500 Covered Call ETF (XYLD) stake by 5.1% in Q3 2023, selling an estimated $33.2K and leaving 15,305 shares worth $595K. The position accounts for 1.04% of the portfolio, ranked #32.

QP Wealth Management first reported a position in XYLD in Q4 2022 and has held it in 4 quarters since. The position peaked at $676K in Q4 2022. 203 funds tracked by Wall St. Rank hold XYLD as of Q3 2023.

  • QP Wealth Management held 15,305 shares of Global X S&P 500 Covered Call ETF worth $595K as of Q3 2023.
  • QP Wealth Management sold 820 Global X S&P 500 Covered Call ETF shares in Q3 2023, an estimated $33.2K.
  • Global X S&P 500 Covered Call ETF made up 1.04% of QP Wealth Management's portfolio in Q3 2023, its #32 holding.
  • QP Wealth Management first reported a position in Global X S&P 500 Covered Call ETF in Q4 2022 and has held it in 4 quarters since.
  • QP Wealth Management's Global X S&P 500 Covered Call ETF position peaked at $676K in Q4 2022.
  • 203 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q3 2023.

Based on QP Wealth Management's 13F filing for Q3 2023, filed 5 Oct 2023.