Realta Investment Advisors’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Realta Investment Advisors’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 Q3	–	Sell	-571	Closed	-$23.1K	–	786
2024 Q2	$23.1K	Buy	571 +9	+2%	+$363	﹤0.01%	606
2024 Q1	$22.9K	Buy	+562	New	+$22.5K	﹤0.01%	623
2023 Q4	–	Sell	-948	Closed	-$38.9K	–	819
2023 Q3	$38.9K	Hold	948	–	–	0.01%	551
2023 Q2	$38.9K	Buy	+948	New	+$38.6K	0.01%	583
2023 Q1	–	Sell	-425	Closed	-$16.7K	–	851
2022 Q4	$16.7K	Buy	+425	New	+$16.9K	﹤0.01%	664

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

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 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

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

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

Realta Investment Advisors's XYLD Position: Q3 2024 in Review

Realta Investment Advisors sold out of Global X S&P 500 Covered Call ETF (XYLD) in Q3 2024, closing a stake of 571 shares — an estimated $23.1K sold.

Realta Investment Advisors first reported a position in XYLD in Q4 2022 and held it in 5 quarters. The position peaked at $38.9K in Q3 2023. 225 funds tracked by Wall St. Rank hold XYLD as of Q3 2024.

Realta Investment Advisors reported no remaining Global X S&P 500 Covered Call ETF position as of Q3 2024 after selling out during the quarter.
Realta Investment Advisors sold 571 Global X S&P 500 Covered Call ETF shares in Q3 2024, an estimated $23.1K.
Realta Investment Advisors first reported a position in Global X S&P 500 Covered Call ETF in Q4 2022 and held it in 5 quarters.
Realta Investment Advisors's Global X S&P 500 Covered Call ETF position peaked at $38.9K in Q3 2023.
225 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.