Retirement Group’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Retirement Group’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 Q1	$22.4K	Hold	550	–	–	0.01%	347
2023 Q4	$21.7K	Hold	550	–	–	0.01%	331
2023 Q3	$21.4K	Hold	550	–	–	0.01%	309
2023 Q2	$22.6K	Hold	550	–	–	0.01%	301
2023 Q1	$22K	Hold	550	–	–	0.01%	295
2022 Q4	$22K	Sell	550 -3,800	-87%	-$151K	0.01%	263
2022 Q3	$166K	Buy	4,350 +25	+0.6%	+$1.06K	0.13%	64
2022 Q2	$185K	Buy	4,325 +1,777	+70%	+$81.3K	0.08%	109
2022 Q1	$126K	Buy	+2,548	New	+$124K	0.05%	147

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 $377B AUM 19.32% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

Retirement Group's XYLD Position: Q1 2024 in Review

Retirement Group held its Global X S&P 500 Covered Call ETF (XYLD) position steady in Q1 2024 at 550 shares worth $22.4K. The position accounts for 0.01% of the portfolio, ranked #347.

Retirement Group first reported a position in XYLD in Q1 2022 and has held it in 9 quarters since. The position peaked at $185K in Q2 2022. 224 funds tracked by Wall St. Rank hold XYLD as of Q1 2024.

Retirement Group held 550 shares of Global X S&P 500 Covered Call ETF worth $22.4K as of Q1 2024.
Retirement Group left its Global X S&P 500 Covered Call ETF share count unchanged in Q1 2024.
Global X S&P 500 Covered Call ETF made up 0.01% of Retirement Group's portfolio in Q1 2024, its #347 holding.
Retirement Group first reported a position in Global X S&P 500 Covered Call ETF in Q1 2022 and has held it in 9 quarters since.
Retirement Group's Global X S&P 500 Covered Call ETF position peaked at $185K in Q2 2022.
224 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.