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

Rockport Wealth’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
Q4 		– Sell
-9,096
Closed -$377K – 77
2024
Q3 		$377K Buy
+9,096
New +$371K 0.1% 49

Other funds holding XYLD

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
NAM
Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Rockport Wealth's XYLD Position: Q4 2024 in Review

Rockport Wealth sold out of Global X S&P 500 Covered Call ETF (XYLD) in Q4 2024, closing a stake of 9,096 shares — an estimated $377K sold.

Rockport Wealth first reported a position in XYLD in Q3 2024 and held it in 1 quarter. The position peaked at $377K in Q3 2024. 255 funds tracked by Wall St. Rank hold XYLD as of Q4 2024.

  • Rockport Wealth reported no remaining Global X S&P 500 Covered Call ETF position as of Q4 2024 after selling out during the quarter.
  • Rockport Wealth sold 9,096 Global X S&P 500 Covered Call ETF shares in Q4 2024, an estimated $377K.
  • Rockport Wealth first reported a position in Global X S&P 500 Covered Call ETF in Q3 2024 and held it in 1 quarter.
  • Rockport Wealth's Global X S&P 500 Covered Call ETF position peaked at $377K in Q3 2024.
  • 255 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q4 2024.

Based on Rockport Wealth's 13F filing for Q4 2024, filed 10 Feb 2025.